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Laird Norton Wetherby Wealth Management’s Raymond James Financial RJF Stock Holding History

Laird Norton Wetherby Wealth 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
Q3 		$492K Buy
2,848
+122
+4% +$20.2K 0.02% 592
2025
Q2 		$418K Buy
+2,726
New +$390K 0.02% 629
2024
Q4 		$413K Sell
2,657
-56
-2% -$8.46K 0.02% 602
2024
Q3 		$332K Sell
2,713
-104
-4% -$12.1K 0.02% 695
2024
Q2 		$348K Buy
2,817
+49
+2% +$6.05K 0.02% 658
2024
Q1 		$355K Sell
2,768
-13
-0.5% -$1.51K 0.02% 685
2023
Q4 		$310K Buy
2,781
+503
+22% +$51.8K 0.02% 712
2023
Q3 		$229K Sell
2,278
-39
-2% -$4.13K 0.01% 777
2023
Q2 		$240K Sell
2,317
-483
-17% -$44.8K 0.01% 786
2023
Q1 		$261K Sell
2,800
-546
-16% -$57.8K 0.02% 750
2022
Q4 		$358K Sell
3,346
-5
-0.1% -$561 0.02% 625
2022
Q3 		$331K Buy
3,351
+410
+14% +$41.5K 0.02% 622
2022
Q2 		$263K Buy
2,941
+421
+17% +$41.3K 0.02% 728
2022
Q1 		$277K Buy
2,520
+121
+5% +$12.8K 0.02% 739
2021
Q4 		$241K Buy
2,399
+149
+7% +$14.7K 0.01% 797
2021
Q3 		$208K Sell
2,250
-62
-3% -$5.55K 0.01% 849
2021
Q2 		$200K Buy
+2,312
New +$201K 0.01% 875
2020
Q1 		– Sell
-3,596
Closed -$214K – 739
2019
Q4 		$214K Buy
+3,596
New +$208K 0.02% 647

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's RJF Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Raymond James Financial (RJF) stake by 4.5% in Q3 2025, buying an estimated $20.2K and bringing the position to 2,848 shares worth $492K. The position accounts for 0.02% of the portfolio, ranked #592.

Laird Norton Wetherby Wealth Management first reported a position in RJF in Q4 2019 and has held it in 18 quarters since. 890 funds tracked by Wall St. Rank hold RJF as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 2,848 shares of Raymond James Financial worth $492K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 122 Raymond James Financial shares in Q3 2025, an estimated $20.2K.
  • Raymond James Financial made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #592 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Raymond James Financial in Q4 2019 and has held it in 18 quarters since.
  • 890 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.