FGP
RJF icon

Freestone Grove Partners’s Raymond James Financial RJF Stock Holding History

Freestone Grove Partners’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 		– Sell
-145,637
Closed -$23.4M – 1148
2025
Q4 		$23.4M Buy
145,637
+39,491
+37% +$6.38M 0.17% 184
2025
Q3 		$18.3M Buy
+106,146
New +$17.6M 0.14% 226
2025
Q1 		– Sell
-96,251
Closed -$15M – 761
2024
Q4 		$15M Buy
+96,251
New +$14.5M 0.18% 165

Other funds holding RJF

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Freestone Grove Partners's RJF Position: Q1 2026 in Review

Freestone Grove Partners sold out of Raymond James Financial (RJF) in Q1 2026, closing a stake of 145,637 shares — an estimated $23.4M sold.

Freestone Grove Partners first reported a position in RJF in Q4 2024 and held it in 3 quarters. The position peaked at $23.4M in Q4 2025. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Freestone Grove Partners reported no remaining Raymond James Financial position as of Q1 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 145,637 Raymond James Financial shares in Q1 2026, an estimated $23.4M.
  • Freestone Grove Partners first reported a position in Raymond James Financial in Q4 2024 and held it in 3 quarters.
  • Freestone Grove Partners's Raymond James Financial position peaked at $23.4M in Q4 2025.
  • 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.