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

Hemington 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
2025
Q3 		$44K Buy
256
+13
+5% +$2.15K 0.01% 400
2025
Q2 		$37K Buy
243
+42
+21% +$6.01K 0.01% 416
2025
Q1 		$27K Buy
201
+26
+15% +$4.04K ﹤0.01% 487
2024
Q4 		$27K Buy
175
+36
+26% +$5.44K 0.01% 467
2024
Q3 		$20K Buy
+139
New +$16.2K 0.01% 512

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

Hemington Wealth Management's RJF Position: Q3 2025 in Review

Hemington Wealth Management increased its Raymond James Financial (RJF) stake by 5.3% in Q3 2025, buying an estimated $2.15K and bringing the position to 256 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #400.

Hemington Wealth Management first reported a position in RJF in Q3 2024 and has held it in 5 quarters since. 890 funds tracked by Wall St. Rank hold RJF as of Q3 2025.

  • Hemington Wealth Management held 256 shares of Raymond James Financial worth $44K as of Q3 2025.
  • Hemington Wealth Management bought 13 Raymond James Financial shares in Q3 2025, an estimated $2.15K.
  • Raymond James Financial made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #400 holding.
  • Hemington Wealth Management first reported a position in Raymond James Financial in Q3 2024 and has held it in 5 quarters since.
  • 890 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.