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Concurrent Investment Advisors’s Raymond James Financial RJF Stock Holding History

Concurrent Investment Advisors’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 		$3.86M Buy
26,665
+3,838
+17% +$609K 0.04% 417
2025
Q4 		$3.67M Buy
22,827
+8,261
+57% +$1.33M 0.04% 407
2025
Q3 		$2.51M Buy
14,566
+93
+0.6% +$15.4K 0.04% 401
2025
Q2 		$2.22M Buy
14,473
+6,868
+90% +$983K 0.04% 402
2025
Q1 		$1.06M Sell
7,605
-364
-5% -$56.5K 0.03% 538
2024
Q4 		$1.24M Sell
7,969
-731
-8% -$110K 0.03% 436
2024
Q3 		$1.07M Sell
8,700
-15
-0.2% -$1.75K 0.03% 446
2024
Q2 		$1.08M Buy
8,715
+75
+0.9% +$9.26K 0.04% 410
2024
Q1 		$1.11M Buy
8,640
+2,328
+37% +$271K 0.05% 355
2023
Q4 		$704K Buy
+6,312
New +$650K 0.03% 408

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