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Cavalier Investments’s Raymond James Financial RJF Stock Holding History

Cavalier Investments’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 		– Sell
-8,137
Closed -$1.13M – 84
2025
Q1 		$1.13M Sell
8,137
-14
-0.2% -$2.17K 0.38% 54
2024
Q4 		$1.27M Buy
8,151
+336
+4% +$50.8K 0.42% 39
2024
Q3 		$957K Buy
7,815
+483
+7% +$56.4K 0.29% 62
2024
Q2 		$906K Buy
7,332
+217
+3% +$26.8K 0.28% 60
2024
Q1 		$914K Buy
7,115
+392
+6% +$45.7K 0.33% 58
2023
Q4 		$750K Buy
6,723
+145
+2% +$14.9K 0.28% 66
2023
Q3 		$661K Buy
6,578
+209
+3% +$22.1K 0.26% 70
2023
Q2 		$661K Buy
6,369
+385
+6% +$35.7K 0.24% 71
2023
Q1 		$558K Buy
5,984
+322
+6% +$34.1K 0.23% 52
2022
Q4 		$605K Sell
5,662
-280
-5% -$31.4K 0.22% 76
2022
Q3 		$587K Sell
5,942
-497
-8% -$50.3K 0.21% 82
2022
Q2 		$576K Buy
6,439
+69
+1% +$6.76K 0.2% 88
2022
Q1 		$700K Buy
6,370
+438
+7% +$46.4K 0.18% 93
2021
Q4 		$596K Buy
+5,932
New +$586K 0.15% 92

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Cavalier Investments's RJF Position: Q2 2025 in Review

Cavalier Investments sold out of Raymond James Financial (RJF) in Q2 2025, closing a stake of 8,137 shares — an estimated $1.13M sold.

Cavalier Investments first reported a position in RJF in Q4 2021 and held it in 14 quarters. The position peaked at $1.27M in Q4 2024. 853 funds tracked by Wall St. Rank hold RJF as of Q2 2025.

  • Cavalier Investments reported no remaining Raymond James Financial position as of Q2 2025 after selling out during the quarter.
  • Cavalier Investments sold 8,137 Raymond James Financial shares in Q2 2025, an estimated $1.13M.
  • Cavalier Investments first reported a position in Raymond James Financial in Q4 2021 and held it in 14 quarters.
  • Cavalier Investments's Raymond James Financial position peaked at $1.27M in Q4 2024.
  • 853 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2025.

Based on Cavalier Investments's 13F filing for Q2 2025, filed 30 Jul 2025.