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Atria Wealth Solutions’s Raymond James Financial RJF Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-4,024
Closed -$625K – 2049
2024
Q4 		$625K Buy
+4,024
New +$608K 0.01% 1148
2024
Q3 		– Sell
-1,726
Closed -$213K – 2032
2024
Q2 		$213K Sell
1,726
-2,471
-59% -$305K ﹤0.01% 1731
2024
Q1 		$541K Buy
4,197
+1,297
+45% +$151K 0.01% 1220
2023
Q4 		$324K Buy
2,900
+302
+12% +$31.1K ﹤0.01% 1440
2023
Q3 		$262K Sell
2,598
-104
-4% -$11K ﹤0.01% 1508
2023
Q2 		$281K Sell
2,702
-316
-10% -$29.3K ﹤0.01% 1487
2023
Q1 		$283K Buy
3,018
+71
+2% +$7.52K ﹤0.01% 1452
2022
Q4 		$316K Sell
2,947
-1,927
-40% -$216K 0.01% 1331
2022
Q3 		$483K Sell
4,874
-3,076
-39% -$311K 0.01% 1040
2022
Q2 		$712K Sell
7,950
-85
-1% -$8.33K 0.01% 840
2022
Q1 		$883K Buy
+8,035
New +$851K 0.01% 785

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Wealth Solutions's RJF Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Raymond James Financial (RJF) in Q1 2025, closing a stake of 4,024 shares — an estimated $625K sold.

Atria Wealth Solutions first reported a position in RJF in Q1 2022 and held it in 11 quarters. The position peaked at $883K in Q1 2022. 857 funds tracked by Wall St. Rank hold RJF as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Raymond James Financial position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,024 Raymond James Financial shares in Q1 2025, an estimated $625K.
  • Atria Wealth Solutions first reported a position in Raymond James Financial in Q1 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's Raymond James Financial position peaked at $883K in Q1 2022.
  • 857 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.