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CreativeOne Wealth’s Raymond James Financial RJF Stock Holding History

CreativeOne Wealth’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
-1,498
Closed -$208K – 1174
2025
Q1 		$208K Buy
+1,498
New +$233K 0.01% 990
2021
Q3 		– Sell
-4,736
Closed -$410K – 728
2021
Q2 		$410K Buy
+4,736
New +$412K 0.03% 442

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

CreativeOne Wealth's RJF Position: Q2 2025 in Review

CreativeOne Wealth sold out of Raymond James Financial (RJF) in Q2 2025, closing a stake of 1,498 shares — an estimated $208K sold.

CreativeOne Wealth first reported a position in RJF in Q2 2021 and held it in 2 quarters. The position peaked at $410K in Q2 2021. 853 funds tracked by Wall St. Rank hold RJF as of Q2 2025.

  • CreativeOne Wealth reported no remaining Raymond James Financial position as of Q2 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 1,498 Raymond James Financial shares in Q2 2025, an estimated $208K.
  • CreativeOne Wealth first reported a position in Raymond James Financial in Q2 2021 and held it in 2 quarters.
  • CreativeOne Wealth's Raymond James Financial position peaked at $410K in Q2 2021.
  • 853 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2025.

Based on CreativeOne Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.