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Alliance Wealth Advisors (Utah)’s Raymond James Financial RJF Stock Holding History

Alliance Wealth Advisors (Utah)’s Portfolio RJF Stock Details RJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,930
Closed -$333K – 290
2025
Q3 		$333K Sell
1,930
-310
-14% -$51.4K 0.08% 221
2025
Q2 		$344K Sell
2,240
-88
-4% -$12.6K 0.08% 202
2025
Q1 		$323K Sell
2,328
-163
-7% -$25.3K 0.08% 203
2024
Q4 		$387K Sell
2,491
-185
-7% -$27.9K 0.1% 187
2024
Q3 		$328K Buy
2,676
+373
+16% +$43.6K 0.09% 197
2024
Q2 		$285K Sell
2,303
-96
-4% -$11.8K 0.08% 195
2024
Q1 		$308K Sell
2,399
-84
-3% -$9.79K 0.09% 200
2023
Q4 		$277K Sell
2,483
-12
-0.5% -$1.24K 0.09% 204
2023
Q3 		$251K Buy
2,495
+4
+0.2% +$423 0.09% 199
2023
Q2 		$258K Sell
2,491
-61
-2% -$5.66K 0.1% 194
2023
Q1 		$238K Buy
2,552
+77
+3% +$8.16K 0.1% 201
2022
Q4 		$264K Buy
+2,475
New +$278K 0.12% 178

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s RJF Position: Q4 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Raymond James Financial (RJF) in Q4 2025, closing a stake of 1,930 shares — an estimated $333K sold.

Alliance Wealth Advisors (Utah) first reported a position in RJF in Q4 2022 and held it in 12 quarters. The position peaked at $387K in Q4 2024. 935 funds tracked by Wall St. Rank hold RJF as of Q4 2025.

  • Alliance Wealth Advisors (Utah) reported no remaining Raymond James Financial position as of Q4 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 1,930 Raymond James Financial shares in Q4 2025, an estimated $333K.
  • Alliance Wealth Advisors (Utah) first reported a position in Raymond James Financial in Q4 2022 and held it in 12 quarters.
  • Alliance Wealth Advisors (Utah)'s Raymond James Financial position peaked at $387K in Q4 2024.
  • 935 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2025, filed 2 Feb 2026.