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IEQ Capital’s Raymond James Financial RJF Stock Holding History

IEQ Capital’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
Q2 		– Sell
-6,670
Closed -$926K – 1969
2025
Q1 		$926K Sell
6,670
-1,385
-17% -$215K 0.01% 779
2024
Q4 		$1.25M Buy
8,055
+2,944
+58% +$445K 0.01% 606
2024
Q3 		$626K Buy
5,111
+552
+12% +$64.5K 0.01% 682
2024
Q2 		$563K Buy
4,559
+456
+11% +$56.3K 0.01% 607
2024
Q1 		$527K Buy
4,103
+250
+6% +$29.1K 0.01% 605
2023
Q4 		$430K Sell
3,853
-13
-0.3% -$1.34K 0.01% 623
2023
Q3 		$388K Buy
3,866
+973
+34% +$103K 0.01% 650
2023
Q2 		$300K Sell
2,893
-918
-24% -$85.2K 0.01% 679
2023
Q1 		$355K Sell
3,811
-602
-14% -$63.8K 0.01% 677
2022
Q4 		$472K Sell
4,413
-308
-7% -$34.6K 0.01% 535
2022
Q3 		$467K Buy
4,721
+856
+22% +$86.7K 0.01% 547
2022
Q2 		$346K Buy
3,865
+709
+22% +$69.5K 0.01% 564
2022
Q1 		$347K Buy
3,156
+700
+29% +$74.2K 0.01% 601
2021
Q4 		$247K Buy
+2,456
New +$243K 0.01% 641

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

IEQ Capital's RJF Position: Q2 2025 in Review

IEQ Capital sold out of Raymond James Financial (RJF) in Q2 2025, closing a stake of 6,670 shares — an estimated $926K sold.

IEQ Capital first reported a position in RJF in Q4 2021 and held it in 14 quarters. The position peaked at $1.25M in Q4 2024. 853 funds tracked by Wall St. Rank hold RJF as of Q2 2025.

  • IEQ Capital reported no remaining Raymond James Financial position as of Q2 2025 after selling out during the quarter.
  • IEQ Capital sold 6,670 Raymond James Financial shares in Q2 2025, an estimated $926K.
  • IEQ Capital first reported a position in Raymond James Financial in Q4 2021 and held it in 14 quarters.
  • IEQ Capital's Raymond James Financial position peaked at $1.25M in Q4 2024.
  • 853 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2025.

Based on IEQ Capital's 13F filing for Q2 2025, filed 14 Aug 2025.