Financial Insights’s Raymond James Financial RJF Stock Holding History

Financial Insights’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 Q2	–	Sell	-2,061	Closed	-$286K	–	132
2025 Q1	$286K	Hold	2,061	–	–	0.11%	85
2024 Q4	$320K	Hold	2,061	–	–	0.12%	81
2024 Q3	$252K	Hold	2,061	–	–	0.08%	126
2024 Q2	$255K	Hold	2,061	–	–	0.07%	144
2024 Q1	$265K	Hold	2,061	–	–	0.07%	143
2023 Q4	$230K	Buy	+2,061	New	+$212K	0.07%	147
2023 Q3	–	Sell	-2,061	Closed	-$214K	–	155
2023 Q2	$214K	Buy	+2,061	New	+$191K	0.08%	148
2023 Q1	–	Sell	-2,128	Closed	-$227K	–	171
2022 Q4	$227K	Buy	2,128 +13	+0.6%	+$1.46K	0.11%	132
2022 Q3	$209K	Buy	+2,115	New	+$214K	0.14%	118
2022 Q2	–	Sell	-2,061	Closed	-$227K	–	90
2022 Q1	$227K	Hold	2,061	–	–	0.21%	71
2021 Q4	$207K	Buy	+2,061	New	+$204K	0.18%	83
2021 Q3	–	Sell	-2,063	Closed	-$1.79M	–	189
2021 Q2	$1.79M	Buy	+2,063	New	+$180K	0.15%	85

Other funds holding RJF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Financial Insights's RJF Position: Q2 2025 in Review

Financial Insights sold out of Raymond James Financial (RJF) in Q2 2025, closing a stake of 2,061 shares — an estimated $286K sold.

Financial Insights first reported a position in RJF in Q2 2021 and held it in 12 quarters. The position peaked at $1.79M in Q2 2021. 853 funds tracked by Wall St. Rank hold RJF as of Q2 2025.

Financial Insights reported no remaining Raymond James Financial position as of Q2 2025 after selling out during the quarter.
Financial Insights sold 2,061 Raymond James Financial shares in Q2 2025, an estimated $286K.
Financial Insights first reported a position in Raymond James Financial in Q2 2021 and held it in 12 quarters.
Financial Insights's Raymond James Financial position peaked at $1.79M in Q2 2021.
853 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2025.

Based on Financial Insights's 13F filing for Q2 2025, filed 22 Jul 2025.