Neo Ivy Capital Management’s Raymond James Financial RJF Stock Holding History

Neo Ivy Capital Management’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 Q3	–	Sell	-702	Closed	-$107K	–	514
2025 Q2	$107K	Buy	+702	New	+$101K	0.03%	291
2021 Q4	–	Sell	-2,900	Closed	-$200K	–	602
2021 Q3	$200K	Buy	+2,900	New	+$260K	0.23%	152
2021 Q1	–	Sell	-1,350	Closed	-$86K	–	603
2020 Q4	$86K	Buy	+1,350	New	+$77.3K	0.1%	263
2020 Q3	–	Sell	-4,350	Closed	-$200K	–	595
2020 Q2	$200K	Buy	4,350 +1,233	+40%	+$55.5K	0.23%	152
2020 Q1	$131K	Buy	+3,117	New	+$176K	0.21%	189
2019 Q3	–	Sell	-212	Closed	-$12K	–	375
2019 Q2	$12K	Buy	+212	New	+$12.1K	0.01%	247

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Neo Ivy Capital Management's RJF Position: Q3 2025 in Review

Neo Ivy Capital Management sold out of Raymond James Financial (RJF) in Q3 2025, closing a stake of 702 shares — an estimated $107K sold.

Neo Ivy Capital Management first reported a position in RJF in Q2 2019 and held it in 6 quarters. The position peaked at $200K in Q3 2021. 890 funds tracked by Wall St. Rank hold RJF as of Q3 2025.

Neo Ivy Capital Management reported no remaining Raymond James Financial position as of Q3 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 702 Raymond James Financial shares in Q3 2025, an estimated $107K.
Neo Ivy Capital Management first reported a position in Raymond James Financial in Q2 2019 and held it in 6 quarters.
Neo Ivy Capital Management's Raymond James Financial position peaked at $200K in Q3 2021.
890 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2025.

Based on Neo Ivy Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.