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Howard Bailey Securities’s Raymond James Financial RJF Stock Holding History

Howard Bailey Securities’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
-2,474
Closed -$384K – 174
2024
Q4 		$384K Sell
2,474
-196
-7% -$29.6K 0.14% 98
2024
Q3 		$327K Buy
+2,670
New +$312K 0.12% 111

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

Howard Bailey Securities's RJF Position: Q1 2025 in Review

Howard Bailey Securities sold out of Raymond James Financial (RJF) in Q1 2025, closing a stake of 2,474 shares — an estimated $384K sold.

Howard Bailey Securities first reported a position in RJF in Q3 2024 and held it in 2 quarters. The position peaked at $384K in Q4 2024. 857 funds tracked by Wall St. Rank hold RJF as of Q1 2025.

  • Howard Bailey Securities reported no remaining Raymond James Financial position as of Q1 2025 after selling out during the quarter.
  • Howard Bailey Securities sold 2,474 Raymond James Financial shares in Q1 2025, an estimated $384K.
  • Howard Bailey Securities first reported a position in Raymond James Financial in Q3 2024 and held it in 2 quarters.
  • Howard Bailey Securities's Raymond James Financial position peaked at $384K in Q4 2024.
  • 857 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2025.

Based on Howard Bailey Securities's 13F filing for Q1 2025, filed 17 Apr 2025.