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MB, Levis & Associates’s Raymond James Financial RJF Stock Holding History

MB, Levis & Associates’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
Q2 		– Sell
-33
Closed -$4.58K – 277
2025
Q1 		$4.58K Hold
33
– – ﹤0.01% 218
2024
Q4 		$5.13K Buy
+33
New +$4.98K ﹤0.01% 218

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

MB, Levis & Associates's RJF Position: Q2 2025 in Review

MB, Levis & Associates sold out of Raymond James Financial (RJF) in Q2 2025, closing a stake of 33 shares — an estimated $4.58K sold.

MB, Levis & Associates first reported a position in RJF in Q4 2024 and held it in 2 quarters. The position peaked at $5.13K in Q4 2024. 853 funds tracked by Wall St. Rank hold RJF as of Q2 2025.

  • MB, Levis & Associates reported no remaining Raymond James Financial position as of Q2 2025 after selling out during the quarter.
  • MB, Levis & Associates sold 33 Raymond James Financial shares in Q2 2025, an estimated $4.58K.
  • MB, Levis & Associates first reported a position in Raymond James Financial in Q4 2024 and held it in 2 quarters.
  • MB, Levis & Associates's Raymond James Financial position peaked at $5.13K in Q4 2024.
  • 853 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2025.

Based on MB, Levis & Associates's 13F filing for Q2 2025, filed 29 Jul 2025.