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LGT Financial Advisors’s Raymond James Financial RJF Stock Holding History

LGT Financial 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
-124
Closed -$19.3K – 633
2024
Q4 		$19.3K Hold
124
– – 0.04% 316
2024
Q3 		$15.2K Hold
124
– – 0.04% 339
2024
Q2 		$15.3K Hold
124
– – 0.03% 373
2024
Q1 		$15.9K Hold
124
– – 0.02% 405
2023
Q4 		$13.8K Hold
124
– – 0.02% 423
2023
Q3 		$12.5K Buy
+124
New +$13.1K 0.02% 442

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

LGT Financial Advisors's RJF Position: Q1 2025 in Review

LGT Financial Advisors sold out of Raymond James Financial (RJF) in Q1 2025, closing a stake of 124 shares — an estimated $19.3K sold.

LGT Financial Advisors first reported a position in RJF in Q3 2023 and held it in 6 quarters. The position peaked at $19.3K in Q4 2024. 854 funds tracked by Wall St. Rank hold RJF as of Q1 2025.

  • LGT Financial Advisors reported no remaining Raymond James Financial position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 124 Raymond James Financial shares in Q1 2025, an estimated $19.3K.
  • LGT Financial Advisors first reported a position in Raymond James Financial in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Raymond James Financial position peaked at $19.3K in Q4 2024.
  • 854 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.