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Bleakley Financial Group’s Raymond James Financial RJF Stock Holding History

Bleakley Financial 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
Q1 		– Sell
-2,585
Closed -$401K – 886
2024
Q4 		$401K Buy
2,585
+2
+0.1% +$302 0.01% 683
2024
Q3 		$316K Sell
2,583
-4
-0.2% -$467 0.01% 748
2024
Q2 		$320K Sell
2,587
-16
-0.6% -$1.98K 0.01% 735
2024
Q1 		$334K Buy
2,603
+43
+2% +$5.01K 0.01% 729
2023
Q4 		$285K Buy
2,560
+216
+9% +$22.2K 0.01% 753
2023
Q3 		$235K Sell
2,344
-350
-13% -$37K 0.01% 748
2023
Q2 		$280K Buy
2,694
+33
+1% +$3.06K 0.01% 744
2023
Q1 		$248K Sell
2,661
-454
-15% -$48.1K 0.01% 761
2022
Q4 		$333K Buy
+3,115
New +$350K 0.01% 670

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bleakley Financial Group's RJF Position: Q1 2025 in Review

Bleakley Financial Group sold out of Raymond James Financial (RJF) in Q1 2025, closing a stake of 2,585 shares — an estimated $401K sold.

Bleakley Financial Group first reported a position in RJF in Q4 2022 and held it in 9 quarters. The position peaked at $401K in Q4 2024. 854 funds tracked by Wall St. Rank hold RJF as of Q1 2025.

  • Bleakley Financial Group reported no remaining Raymond James Financial position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 2,585 Raymond James Financial shares in Q1 2025, an estimated $401K.
  • Bleakley Financial Group first reported a position in Raymond James Financial in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's Raymond James Financial position peaked at $401K in Q4 2024.
  • 854 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.