Newbridge Financial Services Group’s Raymond James Financial RJF Stock Holding History

Newbridge Financial Services 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 Q4	–	Sell	-50	Closed	-$8.63K	–	1399
2025 Q3	$8.63K	Hold	50	–	–	﹤0.01%	930
2025 Q2	$7.67K	Hold	50	–	–	﹤0.01%	948
2025 Q1	$6.95K	Buy	+50	New	+$7.76K	﹤0.01%	747
2022 Q2	–	Sell	-17	Closed	-$2K	–	1495
2022 Q1	$2K	Buy	17 +2	+13%	+$212	﹤0.01%	1317
2021 Q4	$2K	Buy	+15	New	+$1.48K	﹤0.01%	1265
2021 Q3	–	Sell	-2	Closed	–	–	1581
2021 Q2	$0	Hold	2	–	–	﹤0.01%	1502
2021 Q1	$1K	Buy	+2	New	+$149	﹤0.01%	1315

Other funds holding RJF

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Newbridge Financial Services Group's RJF Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Raymond James Financial (RJF) in Q4 2025, closing a stake of 50 shares — an estimated $8.63K sold.

Newbridge Financial Services Group first reported a position in RJF in Q1 2021 and held it in 7 quarters. The position peaked at $8.63K in Q3 2025. 935 funds tracked by Wall St. Rank hold RJF as of Q4 2025.

Newbridge Financial Services Group reported no remaining Raymond James Financial position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 50 Raymond James Financial shares in Q4 2025, an estimated $8.63K.
Newbridge Financial Services Group first reported a position in Raymond James Financial in Q1 2021 and held it in 7 quarters.
Newbridge Financial Services Group's Raymond James Financial position peaked at $8.63K in Q3 2025.
935 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.