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Marshall & Sterling Wealth Advisors’s Raymond James Financial RJF Stock Holding History

Marshall & Sterling Wealth 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
Q4 		– Sell
-56
Closed -$9.67K – 563
2025
Q3 		$9.67K Hold
56
– – 0.01% 349
2025
Q2 		$8.59K Hold
56
– – 0.01% 363
2025
Q1 		$7.78K Buy
+56
New +$8.69K 0.01% 371

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Wellington Management Group
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's RJF Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Raymond James Financial (RJF) in Q4 2025, closing a stake of 56 shares — an estimated $9.67K sold.

Marshall & Sterling Wealth Advisors first reported a position in RJF in Q1 2025 and held it in 3 quarters. The position peaked at $9.67K in Q3 2025. 935 funds tracked by Wall St. Rank hold RJF as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Raymond James Financial position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 56 Raymond James Financial shares in Q4 2025, an estimated $9.67K.
  • Marshall & Sterling Wealth Advisors first reported a position in Raymond James Financial in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Raymond James Financial position peaked at $9.67K in Q3 2025.
  • 935 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.