Montag & Caldwell’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
10,426
+180
| +2% | +$25.8K | 0.35% | 35 |
|
|
2025
Q1 | $1.42M | Hold |
10,246
| – | – | 0.33% | 35 |
|
|
2024
Q4 | $1.59M | Sell |
10,246
-11
| -0.1% | -$1.66K | 0.34% | 35 |
|
|
2024
Q3 | $1.26M | Buy |
10,257
+10
| +0.1% | +$1.17K | 0.26% | 41 |
|
|
2024
Q2 | $1.27M | Buy |
10,247
+18
| +0.2% | +$2.22K | 0.26% | 42 |
|
|
2024
Q1 | $1.31M | Buy |
10,229
+458
| +5% | +$53.4K | 0.23% | 39 |
|
|
2023
Q4 | $1.09M | Sell |
9,771
-36
| -0.4% | -$3.71K | 0.19% | 41 |
|
|
2023
Q3 | $985K | Buy |
9,807
+89
| +0.9% | +$9.42K | 0.13% | 43 |
|
|
2023
Q2 | $1.01M | Hold |
9,718
| – | – | 0.12% | 45 |
|
|
2023
Q1 | $906K | Sell |
9,718
-21
| -0.2% | -$2.23K | 0.12% | 43 |
|
|
2022
Q4 | $1.04M | Sell |
9,739
-175
| -2% | -$19.6K | 0.15% | 38 |
|
|
2022
Q3 | $980K | Buy |
9,914
+114
| +1% | +$11.5K | 0.15% | 39 |
|
|
2022
Q2 | $876K | Buy |
9,800
+287
| +3% | +$28.1K | 0.13% | 44 |
|
|
2022
Q1 | $1.05M | Buy |
9,513
+3,662
| +63% | +$388K | 0.12% | 38 |
|
|
2021
Q4 | $587K | Buy |
+5,851
| New | +$578K | 0.06% | 54 |
|
|
2020
Q1 | – | Sell |
-8,279
| Closed | -$494K | – | 77 |
|
|
2019
Q4 | $494K | Buy |
8,279
+2,426
| +41% | +$140K | 0.02% | 50 |
|
|
2019
Q3 | $322K | Buy |
5,853
+405
| +7% | +$22K | 0.02% | 62 |
|
|
2019
Q2 | $307K | Hold |
5,448
| – | – | 0.02% | 62 |
|
|
2019
Q1 | $292K | Buy |
5,448
+219
| +4% | +$11.7K | 0.02% | 66 |
|
|
2018
Q4 | $259K | Buy |
5,229
+777
| +17% | +$41.4K | 0.01% | 68 |
|
|
2018
Q3 | $273K | Sell |
4,452
-3,636
| -45% | -$224K | 0.01% | 60 |
|
|
2018
Q2 | $482K | Sell |
8,088
-45
| -0.6% | -$2.79K | 0.02% | 58 |
|
|
2018
Q1 | $485K | Buy |
8,133
+1,036
| +15% | +$64.5K | 0.02% | 55 |
|
|
2017
Q4 | $422K | Buy |
7,097
+255
| +4% | +$14.7K | 0.01% | 61 |
|
|
2017
Q3 | $385K | Sell |
6,842
-135
| -2% | -$7.28K | 0.01% | 64 |
|
|
2017
Q2 | $373K | Sell |
6,977
-10,215
| -59% | -$514K | 0.01% | 63 |
|
|
2017
Q1 | $874K | Sell |
17,192
-10,725
| -38% | -$546K | 0.03% | 52 |
|
|
2016
Q4 | $1.29M | Buy |
27,917
+1,020
| +4% | +$45.1K | 0.03% | 33 |
|
|
2016
Q3 | $1.04M | Sell |
26,897
-1,620
| -6% | -$59.7K | 0.02% | 40 |
|
|
2016
Q2 | $937K | Buy |
28,517
+135
| +0.5% | +$4.62K | 0.02% | 48 |
|
|
2016
Q1 | $901K | Sell |
28,382
-105
| -0.4% | -$3.22K | 0.02% | 53 |
|
|
2015
Q4 | $1.1M | Buy |
28,487
+548
| +2% | +$20.4K | 0.02% | 44 |
|
|
2015
Q3 | $924K | Buy |
27,939
+630
| +2% | +$23.4K | 0.02% | 50 |
|
|
2015
Q2 | $1.08M | Sell |
27,309
-1,830
| -6% | -$71.1K | 0.02% | 45 |
|
|
2015
Q1 | $1.1M | Buy |
29,139
+5,754
| +25% | +$215K | 0.01% | 50 |
|
|
2014
Q4 | $893K | Sell |
23,385
-1,875
| -7% | -$68.8K | 0.01% | 57 |
|
|
2014
Q3 | $902K | Sell |
25,260
-12,450
| -33% | -$436K | 0.01% | 53 |
|
|
2014
Q2 | $1.27M | Sell |
37,710
-195
| -0.5% | -$6.51K | 0.01% | 52 |
|
|
2014
Q1 | $1.41M | Sell |
37,905
-330
| -0.9% | -$11.5K | 0.01% | 45 |
|
|
2013
Q4 | $1.33M | Sell |
38,235
-3,630
| -9% | -$112K | 0.01% | 52 |
|
|
2013
Q3 | $1.16M | Buy |
41,865
+4,575
| +12% | +$132K | 0.01% | 62 |
|
|
2013
Q2 | $1.07M | Buy |
+37,290
| New | +$1.08M | 0.01% | 52 |
|
Other funds holding RJF
Montag & Caldwell's RJF Position: Q2 2025 in Review
Montag & Caldwell increased its Raymond James Financial (RJF) stake by 1.8% in Q2 2025, buying an estimated $25.8K and bringing the position to 10,426 shares worth $1.6M. The position accounts for 0.35% of the portfolio, ranked #35.
Montag & Caldwell first reported a position in RJF in Q2 2013 and has held it in 42 quarters since. 854 funds tracked by Wall St. Rank hold RJF as of Q2 2025.
- Montag & Caldwell held 10,426 shares of Raymond James Financial worth $1.6M as of Q2 2025.
- Montag & Caldwell bought 180 Raymond James Financial shares in Q2 2025, an estimated $25.8K.
- Raymond James Financial made up 0.35% of Montag & Caldwell's portfolio in Q2 2025, its #35 holding.
- Montag & Caldwell first reported a position in Raymond James Financial in Q2 2013 and has held it in 42 quarters since.
- 854 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2025.
Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.