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FSM Wealth Advisors’s Raymond James Financial RJF Stock Holding History

FSM Wealth Advisors’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
-1,490
Closed -$257K – 328
2025
Q3 		$257K Buy
1,490
+14
+0.9% +$2.32K 0.04% 265
2025
Q2 		$232K Buy
+1,476
New +$211K 0.04% 251
2025
Q1 		– Sell
-1,297
Closed -$214K – 217
2024
Q4 		$214K Buy
+1,297
New +$196K 0.05% 179

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

FSM Wealth Advisors's RJF Position: Q4 2025 in Review

FSM Wealth Advisors sold out of Raymond James Financial (RJF) in Q4 2025, closing a stake of 1,490 shares — an estimated $257K sold.

FSM Wealth Advisors first reported a position in RJF in Q4 2024 and held it in 3 quarters. The position peaked at $257K in Q3 2025. 935 funds tracked by Wall St. Rank hold RJF as of Q4 2025.

  • FSM Wealth Advisors reported no remaining Raymond James Financial position as of Q4 2025 after selling out during the quarter.
  • FSM Wealth Advisors sold 1,490 Raymond James Financial shares in Q4 2025, an estimated $257K.
  • FSM Wealth Advisors first reported a position in Raymond James Financial in Q4 2024 and held it in 3 quarters.
  • FSM Wealth Advisors's Raymond James Financial position peaked at $257K in Q3 2025.
  • 935 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2025.

Based on FSM Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.