EI
RJF icon

Ellevest Inc’s Raymond James Financial RJF Stock Holding History

Ellevest Inc’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
-1,619
Closed -$248K – 464
2025
Q2 		$248K Sell
1,619
-1,122
-41% -$161K 0.04% 338
2025
Q1 		$381K Buy
+2,741
New +$425K 0.03% 241
2024
Q3 		– Sell
-2,096
Closed -$259K – 449
2024
Q2 		$259K Buy
+2,096
New +$259K 0.02% 342
2023
Q2 		– Sell
-528
Closed -$49.2K – 1344
2023
Q1 		$49.2K Sell
528
-325
-38% -$34.4K ﹤0.01% 604
2022
Q4 		$91.1K Buy
853
+236
+38% +$26.5K 0.01% 466
2022
Q3 		$61K Buy
+617
New +$62.5K 0.01% 529
2020
Q3 		– Sell
-51
Closed -$2K – 1291
2020
Q2 		$2K Sell
51
-14
-22% -$631 ﹤0.01% 907
2020
Q1 		$3K Buy
65
+30
+86% +$1.69K ﹤0.01% 722
2019
Q4 		$2K Buy
35
+20
+133% +$1.15K ﹤0.01% 691
2019
Q3 		$1K Buy
+15
New +$815 ﹤0.01% 449

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

Ellevest Inc's RJF Position: Q3 2025 in Review

Ellevest Inc sold out of Raymond James Financial (RJF) in Q3 2025, closing a stake of 1,619 shares — an estimated $248K sold.

Ellevest Inc first reported a position in RJF in Q3 2019 and held it in 10 quarters. The position peaked at $381K in Q1 2025. 890 funds tracked by Wall St. Rank hold RJF as of Q3 2025.

  • Ellevest Inc reported no remaining Raymond James Financial position as of Q3 2025 after selling out during the quarter.
  • Ellevest Inc sold 1,619 Raymond James Financial shares in Q3 2025, an estimated $248K.
  • Ellevest Inc first reported a position in Raymond James Financial in Q3 2019 and held it in 10 quarters.
  • Ellevest Inc's Raymond James Financial position peaked at $381K in Q1 2025.
  • 890 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2025.

Based on Ellevest Inc's 13F filing for Q3 2025, filed 14 Nov 2025.