EF
RJF icon

Empowered Funds’s Raymond James Financial RJF Stock Holding History

Empowered Funds’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 		$3.37M Buy
+23,362
New +$3.71M 0.02% 825
2025
Q4 		– Sell
-6,784
Closed -$1.17M – 1713
2025
Q3 		$1.17M Buy
6,784
+1,742
+35% +$289K 0.01% 1129
2025
Q2 		$771K Buy
5,042
+900
+22% +$129K 0.01% 1173
2025
Q1 		$573K Buy
4,142
+314
+8% +$48.7K 0.01% 1170
2024
Q4 		$593K Buy
3,828
+362
+10% +$54.7K 0.01% 1123
2024
Q3 		$423K Buy
3,466
+255
+8% +$29.8K 0.01% 1146
2024
Q2 		$395K Buy
3,211
+352
+12% +$43.4K 0.01% 1121
2024
Q1 		$367K Buy
2,859
+502
+21% +$58.5K 0.01% 1154
2023
Q4 		$263K Buy
2,357
+356
+18% +$36.7K 0.01% 1143
2023
Q3 		$201K Buy
+2,001
New +$212K 0.01% 1149

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