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Cape Investment Advisory’s Raymond James Financial RJF Stock Holding History

Cape Investment Advisory’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
-1
Closed -$155 – 1186
2024
Q4 		$155 Buy
+1
New +$151 ﹤0.01% 1062

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

Cape Investment Advisory's RJF Position: Q1 2025 in Review

Cape Investment Advisory sold out of Raymond James Financial (RJF) in Q1 2025, closing a stake of 1 share — an estimated $155 sold.

Cape Investment Advisory first reported a position in RJF in Q4 2024 and held it in 1 quarter. The position peaked at $155 in Q4 2024. 854 funds tracked by Wall St. Rank hold RJF as of Q1 2025.

  • Cape Investment Advisory reported no remaining Raymond James Financial position as of Q1 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 1 Raymond James Financial share in Q1 2025, an estimated $155.
  • Cape Investment Advisory first reported a position in Raymond James Financial in Q4 2024 and held it in 1 quarter.
  • Cape Investment Advisory's Raymond James Financial position peaked at $155 in Q4 2024.
  • 854 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2025.

Based on Cape Investment Advisory's 13F filing for Q1 2025, filed 16 May 2025.