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Ashton Thomas Private Wealth’s Raymond James Financial RJF Stock Holding History

Ashton Thomas Private Wealth’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
Q2 		– Sell
-10,949
Closed -$1.52M – 871
2025
Q1 		$1.52M Buy
10,949
+7,017
+178% +$1.09M 0.06% 301
2024
Q4 		$611K Buy
+3,932
New +$594K 0.02% 491
2024
Q3 		– Sell
-14
Closed -$1.73K – 1558
2024
Q2 		$1.73K Buy
+14
New +$1.73K ﹤0.01% 1762

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ashton Thomas Private Wealth's RJF Position: Q2 2025 in Review

Ashton Thomas Private Wealth sold out of Raymond James Financial (RJF) in Q2 2025, closing a stake of 10,949 shares — an estimated $1.52M sold.

Ashton Thomas Private Wealth first reported a position in RJF in Q2 2024 and held it in 3 quarters. The position peaked at $1.52M in Q1 2025. 853 funds tracked by Wall St. Rank hold RJF as of Q2 2025.

  • Ashton Thomas Private Wealth reported no remaining Raymond James Financial position as of Q2 2025 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 10,949 Raymond James Financial shares in Q2 2025, an estimated $1.52M.
  • Ashton Thomas Private Wealth first reported a position in Raymond James Financial in Q2 2024 and held it in 3 quarters.
  • Ashton Thomas Private Wealth's Raymond James Financial position peaked at $1.52M in Q1 2025.
  • 853 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2025.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2025, filed 1 Aug 2025.