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Kapitalo Investimentos’s Raymond James Financial RJF Stock Holding History

Kapitalo Investimentos’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
-1,174
Closed -$182K – 282
2024
Q4 		$182K Buy
+1,174
New +$177K 0.12% 97
2024
Q1 		– Sell
-407
Closed -$45.4K – 503
2023
Q4 		$45.4K Sell
407
-39
-9% -$4.01K 0.01% 465
2023
Q3 		$44.8K Buy
+446
New +$47.2K 0.01% 487
2023
Q2 		– Sell
-1,116
Closed -$104K – 668
2023
Q1 		$104K Buy
1,116
+272
+32% +$28.8K 0.03% 329
2022
Q4 		$90.2K Buy
+844
New +$94.7K 0.07% 70

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kapitalo Investimentos's RJF Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Raymond James Financial (RJF) in Q1 2025, closing a stake of 1,174 shares — an estimated $182K sold.

Kapitalo Investimentos first reported a position in RJF in Q4 2022 and held it in 5 quarters. The position peaked at $182K in Q4 2024. 854 funds tracked by Wall St. Rank hold RJF as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Raymond James Financial position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 1,174 Raymond James Financial shares in Q1 2025, an estimated $182K.
  • Kapitalo Investimentos first reported a position in Raymond James Financial in Q4 2022 and held it in 5 quarters.
  • Kapitalo Investimentos's Raymond James Financial position peaked at $182K in Q4 2024.
  • 854 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.