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New Wave Wealth Advisors’s Raymond James Financial RJF Stock Holding History

New Wave Wealth Advisors’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
-3,518
Closed -$489K – 159
2025
Q1 		$489K Buy
+3,518
New +$546K 0.22% 66

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

New Wave Wealth Advisors's RJF Position: Q2 2025 in Review

New Wave Wealth Advisors sold out of Raymond James Financial (RJF) in Q2 2025, closing a stake of 3,518 shares — an estimated $489K sold.

New Wave Wealth Advisors first reported a position in RJF in Q1 2025 and held it in 1 quarter. The position peaked at $489K in Q1 2025. 853 funds tracked by Wall St. Rank hold RJF as of Q2 2025.

  • New Wave Wealth Advisors reported no remaining Raymond James Financial position as of Q2 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 3,518 Raymond James Financial shares in Q2 2025, an estimated $489K.
  • New Wave Wealth Advisors first reported a position in Raymond James Financial in Q1 2025 and held it in 1 quarter.
  • New Wave Wealth Advisors's Raymond James Financial position peaked at $489K in Q1 2025.
  • 853 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2025.

Based on New Wave Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.