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GC Wealth Management RIA’s Raymond James Financial RJF Stock Holding History

GC Wealth Management RIA’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
-3,283
Closed -$567K – 785
2025
Q3 		$567K Buy
3,283
+1,454
+79% +$241K 0.02% 520
2025
Q2 		$281K Buy
+1,829
New +$262K 0.02% 452

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

GC Wealth Management RIA's RJF Position: Q4 2025 in Review

GC Wealth Management RIA sold out of Raymond James Financial (RJF) in Q4 2025, closing a stake of 3,283 shares — an estimated $567K sold.

GC Wealth Management RIA first reported a position in RJF in Q2 2025 and held it in 2 quarters. The position peaked at $567K in Q3 2025. 933 funds tracked by Wall St. Rank hold RJF as of Q4 2025.

  • GC Wealth Management RIA reported no remaining Raymond James Financial position as of Q4 2025 after selling out during the quarter.
  • GC Wealth Management RIA sold 3,283 Raymond James Financial shares in Q4 2025, an estimated $567K.
  • GC Wealth Management RIA first reported a position in Raymond James Financial in Q2 2025 and held it in 2 quarters.
  • GC Wealth Management RIA's Raymond James Financial position peaked at $567K in Q3 2025.
  • 933 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2025.

Based on GC Wealth Management RIA's 13F filing for Q4 2025, filed 30 Jan 2026.