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GeoWealth Management’s Raymond James Financial RJF Stock Holding History

GeoWealth 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
-480
Closed -$73.6K – 1119
2025
Q2 		$73.6K Sell
480
-34
-7% -$4.87K ﹤0.01% 880
2025
Q1 		$71.4K Sell
514
-315
-38% -$48.9K ﹤0.01% 848
2024
Q4 		$129K Buy
829
+155
+23% +$23.4K ﹤0.01% 899
2024
Q3 		$82.5K Buy
+674
New +$78.7K ﹤0.01% 941

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

GeoWealth Management's RJF Position: Q3 2025 in Review

GeoWealth Management sold out of Raymond James Financial (RJF) in Q3 2025, closing a stake of 480 shares — an estimated $73.6K sold.

GeoWealth Management first reported a position in RJF in Q3 2024 and held it in 4 quarters. The position peaked at $129K in Q4 2024. 890 funds tracked by Wall St. Rank hold RJF as of Q3 2025.

  • GeoWealth Management reported no remaining Raymond James Financial position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 480 Raymond James Financial shares in Q3 2025, an estimated $73.6K.
  • GeoWealth Management first reported a position in Raymond James Financial in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's Raymond James Financial position peaked at $129K in Q4 2024.
  • 890 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.