Future Financial Wealth Management’s Raymond James Financial RJF Stock Holding History

Future Financial Wealth 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	-259	Closed	-$44.7K	–	361
2025 Q3	$44.7K	Hold	259	–	–	0.03%	271
2025 Q2	$39.7K	Hold	259	–	–	0.03%	270
2025 Q1	$36K	Hold	259	–	–	0.03%	269
2024 Q4	$40.2K	Hold	259	–	–	0.03%	264
2024 Q3	$31.7K	Buy	+259	New	+$30.3K	0.02%	292
2024 Q2	–	Sell	-259	Closed	-$33.3K	–	376
2024 Q1	$33.3K	Buy	+259	New	+$30.2K	0.03%	300
2022 Q2	–	Sell	-259	Closed	-$28K	–	390
2022 Q1	$28K	Hold	259	–	–	0.02%	336
2021 Q4	$27K	Buy	+259	New	+$25.6K	0.02%	342

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

Future Financial Wealth Management's RJF Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Raymond James Financial (RJF) in Q4 2025, closing a stake of 259 shares — an estimated $44.7K sold.

Future Financial Wealth Management first reported a position in RJF in Q4 2021 and held it in 8 quarters. The position peaked at $44.7K in Q3 2025. 935 funds tracked by Wall St. Rank hold RJF as of Q4 2025.

Future Financial Wealth Management reported no remaining Raymond James Financial position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 259 Raymond James Financial shares in Q4 2025, an estimated $44.7K.
Future Financial Wealth Management first reported a position in Raymond James Financial in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's Raymond James Financial position peaked at $44.7K in Q3 2025.
935 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.