Applied Finance Capital Management’s Raymond James Financial RJF Stock Holding History

Applied Finance Capital Management’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	-3,763	Closed	-$649K	–	288
2025 Q3	$649K	Sell	3,763 -1,232	-25%	-$204K	0.05%	153
2025 Q2	$766K	Buy	4,995 +290	+6%	+$41.5K	0.05%	156
2025 Q1	$654K	Buy	+4,705	New	+$730K	0.05%	167
2024 Q4	–	Sell	-4,764	Closed	-$583K	–	325
2024 Q3	$583K	Buy	+4,764	New	+$556K	0.02%	185

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Applied Finance Capital Management's RJF Position: Q4 2025 in Review

Applied Finance Capital Management sold out of Raymond James Financial (RJF) in Q4 2025, closing a stake of 3,763 shares — an estimated $649K sold.

Applied Finance Capital Management first reported a position in RJF in Q3 2024 and held it in 4 quarters. The position peaked at $766K in Q2 2025. 936 funds tracked by Wall St. Rank hold RJF as of Q4 2025.

Applied Finance Capital Management reported no remaining Raymond James Financial position as of Q4 2025 after selling out during the quarter.
Applied Finance Capital Management sold 3,763 Raymond James Financial shares in Q4 2025, an estimated $649K.
Applied Finance Capital Management first reported a position in Raymond James Financial in Q3 2024 and held it in 4 quarters.
Applied Finance Capital Management's Raymond James Financial position peaked at $766K in Q2 2025.
936 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2025.

Based on Applied Finance Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.