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Maridea Wealth Management’s Raymond James Financial RJF Stock Holding History

Maridea 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
2026
Q1 		– Sell
-1,490
Closed -$239K – 498
2025
Q4 		$239K Buy
+1,490
New +$241K 0.04% 364

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Fidelity Investments
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
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T. Rowe Price Investment Management
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Maridea Wealth Management's RJF Position: Q1 2026 in Review

Maridea Wealth Management sold out of Raymond James Financial (RJF) in Q1 2026, closing a stake of 1,490 shares — an estimated $239K sold.

Maridea Wealth Management first reported a position in RJF in Q4 2025 and held it in 1 quarter. The position peaked at $239K in Q4 2025. 922 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Maridea Wealth Management reported no remaining Raymond James Financial position as of Q1 2026 after selling out during the quarter.
  • Maridea Wealth Management sold 1,490 Raymond James Financial shares in Q1 2026, an estimated $239K.
  • Maridea Wealth Management first reported a position in Raymond James Financial in Q4 2025 and held it in 1 quarter.
  • Maridea Wealth Management's Raymond James Financial position peaked at $239K in Q4 2025.
  • 922 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.