New Millennium Group’s Raymond James Financial RJF Stock Holding History

New Millennium Group’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	-17	Closed	-$2.37K	–	481
2025 Q1	$2.37K	Hold	17	–	–	﹤0.01%	324
2024 Q4	$2.65K	Sell	17 -2	-11%	-$302	﹤0.01%	362
2024 Q3	$2.34K	Sell	19 -13	-41%	-$1.52K	﹤0.01%	293
2024 Q2	$3.98K	Buy	+32	New	+$3.95K	﹤0.01%	248
2024 Q1	–	Sell	-132	Closed	-$14.8K	–	325
2023 Q4	$14.8K	Hold	132	–	–	0.01%	173
2023 Q3	$13.3K	Hold	132	–	–	0.01%	156
2023 Q2	$13.7K	Sell	132 -112	-46%	-$10.4K	0.01%	156
2023 Q1	$22.8K	Sell	244 -3,617	-94%	-$383K	0.02%	143
2022 Q4	$413K	Buy	3,861 +136	+4%	+$15.3K	0.44%	34
2022 Q3	$368K	Buy	3,725 +149	+4%	+$15.1K	0.41%	34
2022 Q2	$320K	Buy	+3,576	New	+$350K	0.33%	37

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

New Millennium Group's RJF Position: Q2 2025 in Review

New Millennium Group sold out of Raymond James Financial (RJF) in Q2 2025, closing a stake of 17 shares — an estimated $2.37K sold.

New Millennium Group first reported a position in RJF in Q2 2022 and held it in 11 quarters. The position peaked at $413K in Q4 2022. 853 funds tracked by Wall St. Rank hold RJF as of Q2 2025.

New Millennium Group reported no remaining Raymond James Financial position as of Q2 2025 after selling out during the quarter.
New Millennium Group sold 17 Raymond James Financial shares in Q2 2025, an estimated $2.37K.
New Millennium Group first reported a position in Raymond James Financial in Q2 2022 and held it in 11 quarters.
New Millennium Group's Raymond James Financial position peaked at $413K in Q4 2022.
853 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2025.

Based on New Millennium Group's 13F filing for Q2 2025, filed 6 Aug 2025.