Financial Gravity Asset Management’s Raymond James Financial RJF Stock Holding History

Financial Gravity Asset 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 Q4	–	Sell	-29	Closed	-$5.03K	–	895
2025 Q3	$5.03K	Buy	+29	New	+$4.8K	﹤0.01%	678
2024 Q2	–	Sell	-4	Closed	-$490	–	1718
2024 Q1	$490	Buy	4 +1	+33%	+$117	﹤0.01%	821
2023 Q4	$428	Buy	+3	New	+$309	﹤0.01%	900
2019 Q4	$0	Hold	3	–	–	﹤0.01%	1648
2019 Q3	$0	Hold	3	–	–	﹤0.01%	1488
2019 Q2	$0	Sell	3 -23	-88%	-$1.31K	﹤0.01%	1587
2019 Q1	$1K	Buy	+26	New	+$1.39K	﹤0.01%	1168
2018 Q3	$228K	Buy	4,704 +241	+5%	+$14.8K	0.24%	94
2018 Q2	$268K	Buy	4,463 +1,164	+35%	+$72.2K	0.25%	76
2018 Q1	$194K	Buy	+3,299	New	+$205K	0.2%	97

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Financial Gravity Asset Management's RJF Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of Raymond James Financial (RJF) in Q4 2025, closing a stake of 29 shares — an estimated $5.03K sold.

Financial Gravity Asset Management first reported a position in RJF in Q1 2018 and held it in 10 quarters. The position peaked at $268K in Q2 2018. 935 funds tracked by Wall St. Rank hold RJF as of Q4 2025.

Financial Gravity Asset Management reported no remaining Raymond James Financial position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 29 Raymond James Financial shares in Q4 2025, an estimated $5.03K.
Financial Gravity Asset Management first reported a position in Raymond James Financial in Q1 2018 and held it in 10 quarters.
Financial Gravity Asset Management's Raymond James Financial position peaked at $268K in Q2 2018.
935 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.