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Heck Capital Advisors’s Raymond James Financial RJF Stock Holding History

Heck Capital Advisors’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
-10
Closed -$1.55K – 676
2024
Q4 		$1.55K Buy
+10
New +$1.51K ﹤0.01% 667

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heck Capital Advisors's RJF Position: Q1 2025 in Review

Heck Capital Advisors sold out of Raymond James Financial (RJF) in Q1 2025, closing a stake of 10 shares — an estimated $1.55K sold.

Heck Capital Advisors first reported a position in RJF in Q4 2024 and held it in 1 quarter. The position peaked at $1.55K in Q4 2024. 856 funds tracked by Wall St. Rank hold RJF as of Q1 2025.

  • Heck Capital Advisors reported no remaining Raymond James Financial position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 10 Raymond James Financial shares in Q1 2025, an estimated $1.55K.
  • Heck Capital Advisors first reported a position in Raymond James Financial in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Raymond James Financial position peaked at $1.55K in Q4 2024.
  • 856 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.