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Montag & Associates’s Raymond James Financial RJF Stock Holding History

Montag & 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
Q4 		– Sell
-49
Closed -$8.46K – 1126
2025
Q3 		$8.46K Buy
+49
New +$8.12K ﹤0.01% 777

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $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

Montag & Associates's RJF Position: Q4 2025 in Review

Montag & Associates sold out of Raymond James Financial (RJF) in Q4 2025, closing a stake of 49 shares — an estimated $8.46K sold.

Montag & Associates first reported a position in RJF in Q3 2025 and held it in 1 quarter. The position peaked at $8.46K in Q3 2025. 935 funds tracked by Wall St. Rank hold RJF as of Q4 2025.

  • Montag & Associates reported no remaining Raymond James Financial position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 49 Raymond James Financial shares in Q4 2025, an estimated $8.46K.
  • Montag & Associates first reported a position in Raymond James Financial in Q3 2025 and held it in 1 quarter.
  • Montag & Associates's Raymond James Financial position peaked at $8.46K in Q3 2025.
  • 935 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.