CG
RJF icon

Clarus Group’s Raymond James Financial RJF Stock Holding History

Clarus 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
2026
Q1 		$329K Hold
2,271
– – 0.12% 76
2025
Q4 		$365K Hold
2,271
– – 0.13% 70
2025
Q3 		$392K Sell
2,271
-229
-9% -$37.9K 0.14% 69
2025
Q2 		$383K Hold
2,500
– – 0.14% 65
2025
Q1 		$347K Hold
2,500
– – 0.13% 68
2024
Q4 		$388K Hold
2,500
– – 0.14% 68
2024
Q3 		$306K Hold
2,500
– – 0.13% 84
2024
Q2 		$309K Sell
2,500
-502
-17% -$62K 0.14% 83
2024
Q1 		$385K Hold
3,002
– – 0.27% 63
2023
Q4 		$335K Sell
3,002
-75
-2% -$7.72K 0.25% 67
2023
Q3 		$309K Hold
3,077
– – 0.22% 74
2023
Q2 		$319K Hold
3,077
– – 0.23% 74
2023
Q1 		$287K Hold
3,077
– – 0.27% 63
2022
Q4 		$329K Hold
3,077
– – 0.29% 58
2022
Q3 		$304K Hold
3,077
– – 0.28% 60
2022
Q2 		$275K Hold
3,077
– – 0.23% 74
2022
Q1 		$338K Hold
3,077
– – 0.23% 69
2021
Q4 		$302K Hold
3,077
– – 0.2% 75
2021
Q3 		$284K Sell
3,077
-1
-0% -$90 0.2% 82
2021
Q2 		$271K Sell
3,078
-18
-0.6% -$1.57K 0.2% 81
2021
Q1 		$263K Sell
3,096
-1,013
-25% -$75.5K 0.22% 82
2020
Q4 		$313K Buy
+4,109
New +$235K 0.27% 66

Other funds holding RJF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return