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CFM Wealth Partners’s Raymond James Financial RJF Stock Holding History

CFM Wealth Partners’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
-1,387
Closed -$215K – 142
2024
Q4 		$215K Buy
+1,387
New +$209K 0.04% 135
2020
Q3 		– Sell
-1,388
Closed -$63K – 398
2020
Q2 		$63K Hold
1,388
– – 0.02% 252
2020
Q1 		$58K Hold
1,388
– – 0.03% 255
2019
Q4 		$88K Buy
+1,388
New +$80.1K 0.03% 222

Other funds holding RJF

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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

CFM Wealth Partners's RJF Position: Q1 2025 in Review

CFM Wealth Partners sold out of Raymond James Financial (RJF) in Q1 2025, closing a stake of 1,387 shares — an estimated $215K sold.

CFM Wealth Partners first reported a position in RJF in Q4 2019 and held it in 4 quarters. The position peaked at $215K in Q4 2024. 854 funds tracked by Wall St. Rank hold RJF as of Q1 2025.

  • CFM Wealth Partners reported no remaining Raymond James Financial position as of Q1 2025 after selling out during the quarter.
  • CFM Wealth Partners sold 1,387 Raymond James Financial shares in Q1 2025, an estimated $215K.
  • CFM Wealth Partners first reported a position in Raymond James Financial in Q4 2019 and held it in 4 quarters.
  • CFM Wealth Partners's Raymond James Financial position peaked at $215K in Q4 2024.
  • 854 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2025.

Based on CFM Wealth Partners's 13F filing for Q1 2025, filed 25 Apr 2025.