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Annis Gardner Whiting Capital Advisors’s Raymond James Financial RJF Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2026
Q1 		$366K Buy
2,530
+702
+38% +$111K 0.06% 224
2025
Q4 		$294K Buy
1,828
+15
+0.8% +$2.42K 0.06% 248
2025
Q3 		$313K Buy
1,813
+7
+0.4% +$1.16K 0.06% 225
2025
Q2 		$277K Hold
1,806
– – 0.1% 184
2025
Q1 		$251K Buy
1,806
+8
+0.4% +$1.24K 0.11% 164
2024
Q4 		$279K Sell
1,798
-29
-2% -$4.38K 0.08% 183
2024
Q3 		$224K Hold
1,827
– – 0.06% 200
2024
Q2 		$226K Sell
1,827
-5
-0.3% -$617 0.06% 202
2024
Q1 		$236K Buy
1,832
+32
+2% +$3.73K 0.08% 170
2023
Q4 		$202K Hold
1,800
– – 0.09% 151
2023
Q3 		$182K Buy
+1,800
New +$190K 0.1% 146

Other funds holding RJF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return