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RJF icon

Crestwood Advisors Group’s Raymond James Financial RJF Stock Holding History

Crestwood Advisors 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 		$558K Sell
3,854
-1,708
-31% -$271K 0.01% 389
2025
Q4 		$893K Sell
5,562
-2,146
-28% -$347K 0.01% 296
2025
Q3 		$1.33M Sell
7,708
-586
-7% -$97.1K 0.02% 254
2025
Q2 		$1.27M Sell
8,294
-89
-1% -$12.7K 0.02% 251
2025
Q1 		$1.16M Buy
8,383
+6,401
+323% +$994K 0.02% 255
2024
Q4 		$308K Buy
1,982
+67
+3% +$10.1K 0.01% 382
2024
Q3 		$235K Buy
1,915
+58
+3% +$6.77K ﹤0.01% 405
2024
Q2 		$230K Sell
1,857
-265
-12% -$32.7K ﹤0.01% 393
2024
Q1 		$273K Buy
2,122
+24
+1% +$2.8K 0.01% 369
2023
Q4 		$234K Sell
2,098
-44
-2% -$4.53K 0.01% 364
2023
Q3 		$215K Buy
+2,142
New +$227K 0.01% 335

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