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Heritage Wealth Management (Ohio)’s Raymond James Financial RJF Stock Holding History

Heritage Wealth Management (Ohio)’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
-1,212
Closed -$209K – 265
2025
Q3 		$209K Buy
+1,212
New +$201K 0.06% 236

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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

Heritage Wealth Management (Ohio)'s RJF Position: Q4 2025 in Review

Heritage Wealth Management (Ohio) sold out of Raymond James Financial (RJF) in Q4 2025, closing a stake of 1,212 shares — an estimated $209K sold.

Heritage Wealth Management (Ohio) first reported a position in RJF in Q3 2025 and held it in 1 quarter. The position peaked at $209K in Q3 2025. 933 funds tracked by Wall St. Rank hold RJF as of Q4 2025.

  • Heritage Wealth Management (Ohio) reported no remaining Raymond James Financial position as of Q4 2025 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 1,212 Raymond James Financial shares in Q4 2025, an estimated $209K.
  • Heritage Wealth Management (Ohio) first reported a position in Raymond James Financial in Q3 2025 and held it in 1 quarter.
  • Heritage Wealth Management (Ohio)'s Raymond James Financial position peaked at $209K in Q3 2025.
  • 933 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2025.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q4 2025, filed 26 Jan 2026.