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

Congress 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
Q2 		$13.8M Sell
89,696
-9,977
-10% -$1.43M 0.13% 181
2025
Q1 		$13.8M Sell
99,673
-16,535
-14% -$2.57M 0.17% 156
2024
Q4 		$18.1M Sell
116,208
-2,783
-2% -$420K 0.25% 114
2024
Q3 		$14.6M Buy
118,991
+501
+0.4% +$58.5K 0.19% 157
2024
Q2 		$14.6M Sell
118,490
-586
-0.5% -$72.3K 0.23% 123
2024
Q1 		$15.3M Sell
119,076
-317
-0.3% -$36.9K 0.26% 107
2023
Q4 		$13.3M Buy
119,393
+389
+0.3% +$40K 0.24% 119
2023
Q3 		$12M Buy
119,004
+491
+0.4% +$52K 0.25% 117
2023
Q2 		$12.3M Sell
118,513
-693
-0.6% -$64.3K 0.29% 107
2023
Q1 		$11.1M Buy
119,206
+637
+0.5% +$67.5K 0.27% 114
2022
Q4 		$12.7M Sell
118,569
-15,310
-11% -$1.72M 0.33% 77
2022
Q3 		$13.2M Buy
133,879
+639
+0.5% +$64.7K 0.36% 64
2022
Q2 		$11.9M Sell
133,240
-2,369
-2% -$232K 0.3% 81
2022
Q1 		$14.9M Buy
135,609
+1,239
+0.9% +$131K 0.33% 71
2021
Q4 		$13.5M Buy
+134,370
New +$13.3M 0.27% 99

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Congress Wealth Management's RJF Position: Q2 2025 in Review

Congress Wealth Management reduced its Raymond James Financial (RJF) stake by 10% in Q2 2025, selling an estimated $1.43M and leaving 89,696 shares worth $13.8M. The position accounts for 0.13% of the portfolio, ranked #181.

Congress Wealth Management first reported a position in RJF in Q4 2021 and has held it in 15 quarters since. The position peaked at $18.1M in Q4 2024. 854 funds tracked by Wall St. Rank hold RJF as of Q2 2025.

  • Congress Wealth Management held 89,696 shares of Raymond James Financial worth $13.8M as of Q2 2025.
  • Congress Wealth Management sold 9,977 Raymond James Financial shares in Q2 2025, an estimated $1.43M.
  • Raymond James Financial made up 0.13% of Congress Wealth Management's portfolio in Q2 2025, its #181 holding.
  • Congress Wealth Management first reported a position in Raymond James Financial in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Raymond James Financial position peaked at $18.1M in Q4 2024.
  • 854 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.