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Nearwater Capital Markets’s Raymond James Financial RJF Stock Holding History

Nearwater Capital Markets’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
-70,000
Closed -$12.1M – 165
2025
Q3 		$12.1M Hold
70,000
– – 0.16% 92
2025
Q2 		$10.7M Buy
+70,000
New +$10M 0.17% 86

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 $3.38T AUM 44.17% 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

Nearwater Capital Markets's RJF Position: Q4 2025 in Review

Nearwater Capital Markets sold out of Raymond James Financial (RJF) in Q4 2025, closing a stake of 70,000 shares — an estimated $12.1M sold.

Nearwater Capital Markets first reported a position in RJF in Q2 2025 and held it in 2 quarters. The position peaked at $12.1M in Q3 2025. 935 funds tracked by Wall St. Rank hold RJF as of Q4 2025.

  • Nearwater Capital Markets reported no remaining Raymond James Financial position as of Q4 2025 after selling out during the quarter.
  • Nearwater Capital Markets sold 70,000 Raymond James Financial shares in Q4 2025, an estimated $12.1M.
  • Nearwater Capital Markets first reported a position in Raymond James Financial in Q2 2025 and held it in 2 quarters.
  • Nearwater Capital Markets's Raymond James Financial position peaked at $12.1M in Q3 2025.
  • 935 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2025.

Based on Nearwater Capital Markets's 13F filing for Q4 2025, filed 17 Feb 2026.