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Financial Counselors Inc’s Raymond James Financial RJF Stock Holding History

Financial Counselors 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
Q1 		– Sell
-7,942
Closed -$1.23M – 595
2024
Q4 		$1.23M Sell
7,942
-1,024
-11% -$155K 0.02% 309
2024
Q3 		$1.1M Hold
8,966
– – 0.02% 328
2024
Q2 		$1.11M Sell
8,966
-79
-0.9% -$9.75K 0.02% 317
2024
Q1 		$1.16M Buy
9,045
+79
+0.9% +$9.21K 0.02% 313
2023
Q4 		$1,000K Hold
8,966
– – 0.02% 326
2023
Q3 		$900K Hold
8,966
– – 0.02% 329
2023
Q2 		$930K Hold
8,966
– – 0.02% 302
2023
Q1 		$836K Sell
8,966
-15
-0.2% -$1.59K 0.02% 313
2022
Q4 		$960K Buy
+8,981
New +$1.01M 0.02% 304

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
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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Counselors Inc's RJF Position: Q1 2025 in Review

Financial Counselors Inc sold out of Raymond James Financial (RJF) in Q1 2025, closing a stake of 7,942 shares — an estimated $1.23M sold.

Financial Counselors Inc first reported a position in RJF in Q4 2022 and held it in 9 quarters. The position peaked at $1.23M in Q4 2024. 854 funds tracked by Wall St. Rank hold RJF as of Q1 2025.

  • Financial Counselors Inc reported no remaining Raymond James Financial position as of Q1 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 7,942 Raymond James Financial shares in Q1 2025, an estimated $1.23M.
  • Financial Counselors Inc first reported a position in Raymond James Financial in Q4 2022 and held it in 9 quarters.
  • Financial Counselors Inc's Raymond James Financial position peaked at $1.23M in Q4 2024.
  • 854 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2025.

Based on Financial Counselors Inc's 13F filing for Q1 2025, filed 29 Apr 2025.