Aspen Grove Capital’s Raymond James Financial RJF Stock Holding History

Aspen Grove Capital’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	-2,316	Closed	-$400K	–	217
2025 Q3	$400K	Sell	2,316 -1,075	-32%	-$178K	0.07%	108
2025 Q2	$520K	Buy	3,391 +8	+0.2%	+$1.15K	0.09%	108
2025 Q1	$470K	Hold	3,383	–	–	0.09%	120
2024 Q4	$525K	Hold	3,383	–	–	0.11%	101
2024 Q3	$414K	Hold	3,383	–	–	0.09%	121
2024 Q2	$418K	Hold	3,383	–	–	0.1%	118
2024 Q1	$436K	Hold	3,383	–	–	0.12%	105
2023 Q4	$378K	Sell	3,383 -54	-2%	-$5.56K	0.12%	106
2023 Q3	$347K	Buy	+3,437	New	+$364K	0.13%	108

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 $3.37T AUM 44.26% 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

Aspen Grove Capital's RJF Position: Q4 2025 in Review

Aspen Grove Capital sold out of Raymond James Financial (RJF) in Q4 2025, closing a stake of 2,316 shares — an estimated $400K sold.

Aspen Grove Capital first reported a position in RJF in Q3 2023 and held it in 9 quarters. The position peaked at $525K in Q4 2024. 935 funds tracked by Wall St. Rank hold RJF as of Q4 2025.

Aspen Grove Capital reported no remaining Raymond James Financial position as of Q4 2025 after selling out during the quarter.
Aspen Grove Capital sold 2,316 Raymond James Financial shares in Q4 2025, an estimated $400K.
Aspen Grove Capital first reported a position in Raymond James Financial in Q3 2023 and held it in 9 quarters.
Aspen Grove Capital's Raymond James Financial position peaked at $525K in Q4 2024.
935 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2025.

Based on Aspen Grove Capital's 13F filing for Q4 2025, filed 17 Feb 2026.