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Berry Wealth Group’s Raymond James Financial RJF Stock Holding History

Berry Wealth Group’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
-1,961
Closed -$301K – 92
2025
Q2 		$301K Sell
1,961
-143
-7% -$20.5K 0.21% 68
2025
Q1 		$292K Buy
2,104
+5
+0.2% +$776 0.23% 65
2024
Q4 		$326K Buy
2,099
+6
+0.3% +$906 0.24% 51
2024
Q3 		$256K Sell
2,093
-128
-6% -$14.9K 0.18% 74
2024
Q2 		$275K Buy
2,221
+6
+0.3% +$741 0.22% 56
2024
Q1 		$284K Buy
2,215
+1
+0% +$117 0.24% 54
2023
Q4 		$247K Buy
+2,214
New +$228K 0.23% 53

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
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

Berry Wealth Group's RJF Position: Q3 2025 in Review

Berry Wealth Group sold out of Raymond James Financial (RJF) in Q3 2025, closing a stake of 1,961 shares — an estimated $301K sold.

Berry Wealth Group first reported a position in RJF in Q4 2023 and held it in 7 quarters. The position peaked at $326K in Q4 2024. 890 funds tracked by Wall St. Rank hold RJF as of Q3 2025.

  • Berry Wealth Group reported no remaining Raymond James Financial position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 1,961 Raymond James Financial shares in Q3 2025, an estimated $301K.
  • Berry Wealth Group first reported a position in Raymond James Financial in Q4 2023 and held it in 7 quarters.
  • Berry Wealth Group's Raymond James Financial position peaked at $326K in Q4 2024.
  • 890 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.