IIC
RJF icon

Integrated Investment Consultants’s Raymond James Financial RJF Stock Holding History

Integrated Investment Consultants’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
-1,566
Closed -$270K – 326
2025
Q3 		$270K Sell
1,566
-435
-22% -$72.1K 0.05% 265
2025
Q2 		$307K Buy
+2,001
New +$287K 0.06% 231
2022
Q4 		– Sell
-5,124
Closed -$506K – 261
2022
Q3 		$506K Hold
5,124
– – 0.2% 77
2022
Q2 		$458K Sell
5,124
-73
-1% -$7.15K 0.17% 93
2022
Q1 		$571K Buy
5,197
+125
+2% +$13.2K 0.16% 108
2021
Q4 		$509K Sell
5,072
-6
-0.1% -$593 0.14% 132
2021
Q3 		$469K Buy
5,078
+51
+1% +$4.57K 0.14% 129
2021
Q2 		$435K Sell
5,027
-6
-0.1% -$522 0.13% 146
2021
Q1 		$411K Buy
5,033
+269
+6% +$20K 0.14% 137
2020
Q4 		$304K Buy
4,764
+10
+0.2% +$572 0.11% 166
2020
Q3 		$231K Buy
+4,754
New +$230K 0.11% 172
2019
Q1 		– Sell
-4,500
Closed -$224K – 168
2018
Q4 		$224K Sell
4,500
-218
-5% -$11.6K 0.12% 129
2018
Q3 		$289K Buy
4,718
+188
+4% +$11.6K 0.14% 110
2018
Q2 		$270K Sell
4,530
-195
-4% -$12.1K 0.14% 110
2018
Q1 		$282K Buy
+4,725
New +$294K 0.11% 125
2017
Q3 		$280K Hold
4,985
– – 0.12% 106
2017
Q2 		$267K Hold
4,985
– – 0.12% 108
2017
Q1 		$253K Hold
4,985
– – 0.12% 112
2016
Q4 		$230K Sell
4,985
-13
-0.3% -$575 0.11% 121
2016
Q3 		$191K Sell
4,998
-51
-1% -$1.88K 0.1% 141
2016
Q2 		$166K Sell
5,049
-5
-0.1% -$171 0.09% 161
2016
Q1 		$150K Buy
+5,054
New +$155K 0.09% 156

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Integrated Investment Consultants's RJF Position: Q4 2025 in Review

Integrated Investment Consultants sold out of Raymond James Financial (RJF) in Q4 2025, closing a stake of 1,566 shares — an estimated $270K sold.

Integrated Investment Consultants first reported a position in RJF in Q1 2016 and held it in 22 quarters. The position peaked at $571K in Q1 2022. 935 funds tracked by Wall St. Rank hold RJF as of Q4 2025.

  • Integrated Investment Consultants reported no remaining Raymond James Financial position as of Q4 2025 after selling out during the quarter.
  • Integrated Investment Consultants sold 1,566 Raymond James Financial shares in Q4 2025, an estimated $270K.
  • Integrated Investment Consultants first reported a position in Raymond James Financial in Q1 2016 and held it in 22 quarters.
  • Integrated Investment Consultants's Raymond James Financial position peaked at $571K in Q1 2022.
  • 935 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2025.

Based on Integrated Investment Consultants's 13F filing for Q4 2025, filed 5 Feb 2026.