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

CarsonAllaria 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
-175
Closed -$26.9K – 278
2025
Q2 		$26.9K Hold
175
– – 0.01% 172
2025
Q1 		$24.3K Buy
175
+1
+0.6% +$155 0.01% 177
2024
Q4 		$27.1K Hold
174
– – 0.02% 173
2024
Q3 		$21.3K Buy
174
+1
+0.6% +$117 0.01% 199
2024
Q2 		$21.4K Buy
173
+1
+0.6% +$123 0.01% 190
2024
Q1 		$22.2K Hold
172
– – 0.01% 189
2023
Q4 		$19.2K Buy
172
+1
+0.6% +$103 0.01% 177
2023
Q3 		$17.2K Buy
171
+1
+0.6% +$106 0.01% 174
2023
Q2 		$17.7K Hold
170
– – 0.01% 179
2023
Q1 		$15.9K Buy
+170
New +$18K 0.01% 181

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

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

CarsonAllaria Wealth Management sold out of Raymond James Financial (RJF) in Q3 2025, closing a stake of 175 shares — an estimated $26.9K sold.

CarsonAllaria Wealth Management first reported a position in RJF in Q1 2023 and held it in 10 quarters. The position peaked at $27.1K in Q4 2024. 890 funds tracked by Wall St. Rank hold RJF as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Raymond James Financial position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 175 Raymond James Financial shares in Q3 2025, an estimated $26.9K.
  • CarsonAllaria Wealth Management first reported a position in Raymond James Financial in Q1 2023 and held it in 10 quarters.
  • CarsonAllaria Wealth Management's Raymond James Financial position peaked at $27.1K in Q4 2024.
  • 890 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.