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Lindbrook Capital’s Raymond James Financial RJF Stock Holding History

Lindbrook Capital’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 		$262K Buy
1,885
+782
+71% +$121K 0.02% 343
2024
Q4 		$171K Sell
1,103
-9
-0.8% -$1.36K 0.02% 414
2024
Q3 		$136K Sell
1,112
-88
-7% -$10.3K 0.01% 478
2024
Q2 		$148K Buy
1,200
+46
+4% +$5.68K 0.01% 424
2024
Q1 		$148K Buy
1,154
+19
+2% +$2.21K 0.01% 427
2023
Q4 		$127K Buy
1,135
+226
+25% +$23.3K 0.01% 456
2023
Q3 		$91.3K Buy
909
+59
+7% +$6.24K 0.01% 497
2023
Q2 		$88.2K Buy
850
+87
+11% +$8.08K 0.01% 522
2023
Q1 		$71.2K Sell
763
-24
-3% -$2.54K 0.01% 577
2022
Q4 		$84.1K Sell
787
-171
-18% -$19.2K 0.01% 535
2022
Q3 		$95K Buy
958
+226
+31% +$22.9K 0.02% 449
2022
Q2 		$65K Buy
732
+712
+3,560% +$69.8K 0.01% 568
2022
Q1 		$2K Sell
20
-53
-73% -$5.62K ﹤0.01% 2067
2021
Q4 		$7K Hold
73
– – ﹤0.01% 1408
2021
Q3 		$7K Sell
73
-1
-1% -$90 ﹤0.01% 1142
2021
Q2 		$6K Hold
74
– – ﹤0.01% 1259
2021
Q1 		$6K Buy
74
+8
+12% +$596 ﹤0.01% 1222
2020
Q4 		$4K Hold
66
– – ﹤0.01% 1275
2020
Q3 		$3K Hold
66
– – ﹤0.01% 1304
2020
Q2 		$3K Sell
66
-47
-42% -$2.12K ﹤0.01% 1294
2020
Q1 		$5K Sell
113
-325
-74% -$18.3K ﹤0.01% 1014
2019
Q4 		$26K Hold
438
– – 0.01% 649
2019
Q3 		$24K Hold
438
– – 0.01% 647
2019
Q2 		$24K Hold
438
– – 0.01% 638
2019
Q1 		$23K Hold
438
– – 0.01% 652
2018
Q4 		$21K Buy
+438
New +$23.3K 0.01% 601

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
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 $3.37T AUM 44.26% 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

Lindbrook Capital's RJF Position: Q1 2025 in Review

Lindbrook Capital increased its Raymond James Financial (RJF) stake by 71% in Q1 2025, buying an estimated $121K and bringing the position to 1,885 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #343.

Lindbrook Capital first reported a position in RJF in Q4 2018 and has held it in 26 quarters since. 855 funds tracked by Wall St. Rank hold RJF as of Q1 2025.

  • Lindbrook Capital held 1,885 shares of Raymond James Financial worth $262K as of Q1 2025.
  • Lindbrook Capital bought 782 Raymond James Financial shares in Q1 2025, an estimated $121K.
  • Raymond James Financial made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #343 holding.
  • Lindbrook Capital first reported a position in Raymond James Financial in Q4 2018 and has held it in 26 quarters since.
  • 855 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.