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

Gibbs 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
2024
Q2 		– Sell
-3,371
Closed -$433K – 245
2024
Q1 		$433K Buy
+3,371
New +$393K 0.25% 102

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Gibbs Wealth Management's RJF Position: Q2 2024 in Review

Gibbs Wealth Management sold out of Raymond James Financial (RJF) in Q2 2024, closing a stake of 3,371 shares — an estimated $433K sold.

Gibbs Wealth Management first reported a position in RJF in Q1 2024 and held it in 1 quarter. The position peaked at $433K in Q1 2024. 746 funds tracked by Wall St. Rank hold RJF as of Q2 2024.

  • Gibbs Wealth Management reported no remaining Raymond James Financial position as of Q2 2024 after selling out during the quarter.
  • Gibbs Wealth Management sold 3,371 Raymond James Financial shares in Q2 2024, an estimated $433K.
  • Gibbs Wealth Management first reported a position in Raymond James Financial in Q1 2024 and held it in 1 quarter.
  • Gibbs Wealth Management's Raymond James Financial position peaked at $433K in Q1 2024.
  • 746 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2024.

Based on Gibbs Wealth Management's 13F filing for Q2 2024, filed 4 Nov 2025.