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Atticus Wealth Management’s Raymond James Financial RJF Stock Holding History

Atticus Wealth 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
Q3 		– Sell
-4
Closed -$614 – 529
2025
Q2 		$614 Buy
+4
New +$573 ﹤0.01% 628
2022
Q4 		– Sell
-9
Closed -$1K – 620
2022
Q3 		$1K Hold
9
– – ﹤0.01% 554
2022
Q2 		$1K Hold
9
– – ﹤0.01% 588
2022
Q1 		$1K Buy
+9
New +$954 ﹤0.01% 575

Other funds holding RJF

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Atticus Wealth Management's RJF Position: Q3 2025 in Review

Atticus Wealth Management sold out of Raymond James Financial (RJF) in Q3 2025, closing a stake of 4 shares — an estimated $614 sold.

Atticus Wealth Management first reported a position in RJF in Q1 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 890 funds tracked by Wall St. Rank hold RJF as of Q3 2025.

  • Atticus Wealth Management reported no remaining Raymond James Financial position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 4 Raymond James Financial shares in Q3 2025, an estimated $614.
  • Atticus Wealth Management first reported a position in Raymond James Financial in Q1 2022 and held it in 4 quarters.
  • Atticus Wealth Management's Raymond James Financial position peaked at $1K in Q3 2022.
  • 890 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.