Avantax Advisory Services’s Raymond James Financial RJF Stock Holding History

Avantax Advisory Services’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	$2.7M	Buy	17,634 +6	+0%	+$859	0.01%	664
2025 Q1	$2.45M	Buy	17,628 +1,175	+7%	+$182K	0.01%	661
2024 Q4	$2.56M	Sell	16,453 -2,249	-12%	-$340K	0.02%	610
2024 Q3	$2.29M	Sell	18,702 -387	-2%	-$45.2K	0.02%	637
2024 Q2	$2.36M	Buy	+19,089	New	+$2.36M	0.02%	596
2024 Q1	–	Sell	-3,345	Closed	-$373K	–	1726
2023 Q4	$373K	Sell	3,345 -144	-4%	-$14.8K	﹤0.01%	1123
2023 Q3	$350K	Buy	3,489 +401	+13%	+$42.4K	﹤0.01%	1111
2023 Q2	$320K	Sell	3,088 -106	-3%	-$9.84K	﹤0.01%	1152
2023 Q1	$298K	Buy	3,194 +115	+4%	+$12.2K	﹤0.01%	1154
2022 Q4	$329K	Buy	3,079 +227	+8%	+$25.5K	﹤0.01%	1055
2022 Q3	$282K	Buy	2,852 +48	+2%	+$4.86K	﹤0.01%	1038
2022 Q2	$251K	Hold	2,804	–	–	﹤0.01%	1098
2022 Q1	$309K	Hold	2,804	–	–	﹤0.01%	983
2021 Q4	$281K	Hold	2,804	–	–	﹤0.01%	1009
2021 Q3	$258K	Hold	2,804	–	–	﹤0.01%	994
2021 Q2	$243K	Sell	2,804 -81	-3%	-$7.05K	﹤0.01%	994
2021 Q1	$236K	Buy	+2,885	New	+$215K	0.01%	905
2020 Q4	–	Sell	-4,652	Closed	-$226K	–	1272
2020 Q3	$226K	Buy	+4,652	New	+$225K	﹤0.01%	1166
2020 Q1	–	Sell	-3,812	Closed	-$227K	–	873
2019 Q4	$227K	Buy	+3,812	New	+$220K	0.01%	741

Other funds holding RJF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Avantax Advisory Services's RJF Position: Q2 2025 in Review

Avantax Advisory Services increased its Raymond James Financial (RJF) stake by 0.03% in Q2 2025, buying an estimated $859 and bringing the position to 17,634 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #664.

Avantax Advisory Services first reported a position in RJF in Q4 2019 and has held it in 19 quarters since. 854 funds tracked by Wall St. Rank hold RJF as of Q2 2025.

Avantax Advisory Services held 17,634 shares of Raymond James Financial worth $2.7M as of Q2 2025.
Avantax Advisory Services bought 6 Raymond James Financial shares in Q2 2025, an estimated $859.
Raymond James Financial made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #664 holding.
Avantax Advisory Services first reported a position in Raymond James Financial in Q4 2019 and has held it in 19 quarters since.
854 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.