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

Dynasty 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
Q3 		– Sell
-1,771
Closed -$272K – 345
2025
Q2 		$272K Sell
1,771
-246
-12% -$35.2K ﹤0.01% 212
2025
Q1 		$280K Buy
2,017
+94
+5% +$14.6K ﹤0.01% 228
2024
Q4 		$299K Buy
1,923
+158
+9% +$23.9K 0.01% 226
2024
Q3 		$216K Buy
1,765
+8
+0.5% +$934 0.01% 220
2024
Q2 		$217K Buy
+1,757
New +$217K 0.01% 233

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Dynasty Wealth Management's RJF Position: Q3 2025 in Review

Dynasty Wealth Management sold out of Raymond James Financial (RJF) in Q3 2025, closing a stake of 1,771 shares — an estimated $272K sold.

Dynasty Wealth Management first reported a position in RJF in Q2 2024 and held it in 5 quarters. The position peaked at $299K in Q4 2024. 890 funds tracked by Wall St. Rank hold RJF as of Q3 2025.

  • Dynasty Wealth Management reported no remaining Raymond James Financial position as of Q3 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 1,771 Raymond James Financial shares in Q3 2025, an estimated $272K.
  • Dynasty Wealth Management first reported a position in Raymond James Financial in Q2 2024 and held it in 5 quarters.
  • Dynasty Wealth Management's Raymond James Financial position peaked at $299K in Q4 2024.
  • 890 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.