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Legacy Advisors’s Raymond James Financial RJF Stock Holding History

Legacy Advisors’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
-2,024
Closed -$314K – 457
2024
Q4 		$314K Buy
2,024
+65
+3% +$9.82K 0.03% 306
2024
Q3 		$240K Buy
1,959
+244
+14% +$28.5K 0.03% 333
2024
Q2 		$212K Buy
1,715
+15
+0.9% +$1.85K 0.03% 313
2024
Q1 		$219K Buy
+1,700
New +$198K 0.03% 288

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

Legacy Advisors's RJF Position: Q1 2025 in Review

Legacy Advisors sold out of Raymond James Financial (RJF) in Q1 2025, closing a stake of 2,024 shares — an estimated $314K sold.

Legacy Advisors first reported a position in RJF in Q1 2024 and held it in 4 quarters. The position peaked at $314K in Q4 2024. 854 funds tracked by Wall St. Rank hold RJF as of Q1 2025.

  • Legacy Advisors reported no remaining Raymond James Financial position as of Q1 2025 after selling out during the quarter.
  • Legacy Advisors sold 2,024 Raymond James Financial shares in Q1 2025, an estimated $314K.
  • Legacy Advisors first reported a position in Raymond James Financial in Q1 2024 and held it in 4 quarters.
  • Legacy Advisors's Raymond James Financial position peaked at $314K in Q4 2024.
  • 854 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.