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Kestra Investment Management’s Raymond James Financial RJF Stock Holding History

Kestra Investment Management’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
-51
Closed -$7.08K – 928
2025
Q1 		$7.08K Buy
51
+23
+82% +$3.57K ﹤0.01% 650
2024
Q4 		$4.37K Buy
+28
New +$4.23K ﹤0.01% 925

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 $3.38T AUM 44.17% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Kestra Investment Management's RJF Position: Q2 2025 in Review

Kestra Investment Management sold out of Raymond James Financial (RJF) in Q2 2025, closing a stake of 51 shares — an estimated $7.08K sold.

Kestra Investment Management first reported a position in RJF in Q4 2024 and held it in 2 quarters. The position peaked at $7.08K in Q1 2025. 855 funds tracked by Wall St. Rank hold RJF as of Q2 2025.

  • Kestra Investment Management reported no remaining Raymond James Financial position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 51 Raymond James Financial shares in Q2 2025, an estimated $7.08K.
  • Kestra Investment Management first reported a position in Raymond James Financial in Q4 2024 and held it in 2 quarters.
  • Kestra Investment Management's Raymond James Financial position peaked at $7.08K in Q1 2025.
  • 855 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.