Fuller & Thaler Asset Management
RJF icon

Fuller & Thaler Asset Management’s Raymond James Financial RJF Stock Holding History

Fuller & Thaler 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
Q3 		– Sell
-11
Closed -$1.69K – 593
2025
Q2 		$1.69K Hold
11
– – ﹤0.01% 592
2025
Q1 		$1.53K Hold
11
– – ﹤0.01% 578
2024
Q4 		$1.71K Hold
11
– – ﹤0.01% 587
2024
Q3 		$1.35K Hold
11
– – ﹤0.01% 551
2024
Q2 		$1.36K Hold
11
– – ﹤0.01% 546
2024
Q1 		$1.41K Hold
11
– – ﹤0.01% 532
2023
Q4 		$1.23K Hold
11
– – ﹤0.01% 515
2023
Q3 		$1.1K Hold
11
– – ﹤0.01% 510
2023
Q2 		$1.14K Hold
11
– – ﹤0.01% 500
2023
Q1 		$1.03K Sell
11
-259
-96% -$27.4K ﹤0.01% 511
2022
Q4 		$29K Hold
270
– – ﹤0.01% 436
2022
Q3 		$27K Sell
270
-16
-6% -$1.62K ﹤0.01% 441
2022
Q2 		$26K Buy
+286
New +$28K ﹤0.01% 461
2018
Q3 		– Sell
-1,350
Closed -$80K – 676
2018
Q2 		$80K Hold
1,350
– – ﹤0.01% 609
2018
Q1 		$80K Buy
+1,350
New +$84K ﹤0.01% 607
2016
Q2 		– Sell
-1,200
Closed -$38K – 835
2016
Q1 		$38K Buy
+1,200
New +$36.8K ﹤0.01% 604
2015
Q3 		– Sell
-3,900
Closed -$155K – 743
2015
Q2 		$155K Hold
3,900
– – ﹤0.01% 449
2015
Q1 		$148K Sell
3,900
-2,550
-40% -$95.3K ﹤0.01% 445
2014
Q4 		$246K Sell
6,450
-1,950
-23% -$71.5K 0.01% 374
2014
Q3 		$300K Buy
+8,400
New +$294K 0.01% 379
2013
Q3 		– Sell
-2,250
Closed -$64K – 711
2013
Q2 		$64K Buy
+2,250
New +$65.1K ﹤0.01% 566

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fuller & Thaler Asset Management's RJF Position: Q3 2025 in Review

Fuller & Thaler Asset Management sold out of Raymond James Financial (RJF) in Q3 2025, closing a stake of 11 shares — an estimated $1.69K sold.

Fuller & Thaler Asset Management first reported a position in RJF in Q2 2013 and held it in 21 quarters. The position peaked at $300K in Q3 2014. 893 funds tracked by Wall St. Rank hold RJF as of Q3 2025.

  • Fuller & Thaler Asset Management reported no remaining Raymond James Financial position as of Q3 2025 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 11 Raymond James Financial shares in Q3 2025, an estimated $1.69K.
  • Fuller & Thaler Asset Management first reported a position in Raymond James Financial in Q2 2013 and held it in 21 quarters.
  • Fuller & Thaler Asset Management's Raymond James Financial position peaked at $300K in Q3 2014.
  • 893 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2025.

Based on Fuller & Thaler Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.