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FWG Investments’s Raymond James Financial RJF Stock Holding History

FWG Investments’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
Q1 		– Sell
-2,163
Closed -$336K – 105
2024
Q4 		$336K Sell
2,163
-93
-4% -$14K 0.26% 90
2024
Q3 		$276K Buy
2,256
+360
+19% +$42K 0.24% 95
2024
Q2 		$234K Buy
1,896
+28
+1% +$3.46K 0.24% 98
2024
Q1 		$240K Buy
+1,868
New +$218K 0.26% 92

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FWG Investments's RJF Position: Q1 2025 in Review

FWG Investments sold out of Raymond James Financial (RJF) in Q1 2025, closing a stake of 2,163 shares — an estimated $336K sold.

FWG Investments first reported a position in RJF in Q1 2024 and held it in 4 quarters. The position peaked at $336K in Q4 2024. 854 funds tracked by Wall St. Rank hold RJF as of Q1 2025.

  • FWG Investments reported no remaining Raymond James Financial position as of Q1 2025 after selling out during the quarter.
  • FWG Investments sold 2,163 Raymond James Financial shares in Q1 2025, an estimated $336K.
  • FWG Investments first reported a position in Raymond James Financial in Q1 2024 and held it in 4 quarters.
  • FWG Investments's Raymond James Financial position peaked at $336K in Q4 2024.
  • 854 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2025.

Based on FWG Investments's 13F filing for Q1 2025, filed 14 May 2025.