CPG
RJF icon

Custom Portfolio Group’s Raymond James Financial RJF Stock Holding History

Custom Portfolio 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
2024
Q2 		$154K Hold
1,243
– – 0.12% 55
2024
Q1 		$160K Hold
1,243
– – 0.13% 52
2023
Q4 		$139K Buy
+1,243
New +$128K 0.12% 51

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Custom Portfolio Group's RJF Position: Q2 2024 in Review

Custom Portfolio Group held its Raymond James Financial (RJF) position steady in Q2 2024 at 1,243 shares worth $154K. The position accounts for 0.12% of the portfolio, ranked #55.

Custom Portfolio Group first reported a position in RJF in Q4 2023 and has held it in 3 quarters since. The position peaked at $160K in Q1 2024. 748 funds tracked by Wall St. Rank hold RJF as of Q2 2024.

  • Custom Portfolio Group held 1,243 shares of Raymond James Financial worth $154K as of Q2 2024.
  • Custom Portfolio Group left its Raymond James Financial share count unchanged in Q2 2024.
  • Raymond James Financial made up 0.12% of Custom Portfolio Group's portfolio in Q2 2024, its #55 holding.
  • Custom Portfolio Group first reported a position in Raymond James Financial in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Raymond James Financial position peaked at $160K in Q1 2024.
  • 748 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.