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NewSquare Capital’s Raymond James Financial RJF Stock Holding History

NewSquare Capital’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
-112
Closed -$17.2K – 998
2025
Q2 		$17.2K Buy
112
+25
+29% +$3.58K ﹤0.01% 516
2025
Q1 		$12.1K Buy
87
+80
+1,143% +$12.4K ﹤0.01% 493
2024
Q4 		$1.09K Buy
+7
New +$1.06K ﹤0.01% 654
2023
Q1 		– Sell
-24
Closed -$2.56K – 938
2022
Q4 		$2.56K Hold
24
– – ﹤0.01% 455
2022
Q3 		$2K Hold
24
– – ﹤0.01% 360
2022
Q2 		$2K Hold
24
– – ﹤0.01% 331
2022
Q1 		$3K Buy
+24
New +$2.54K ﹤0.01% 330
2020
Q3 		– Sell
-8
Closed – – 383
2020
Q2 		$0 Buy
+8
New +$360 ﹤0.01% 425

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

NewSquare Capital's RJF Position: Q3 2025 in Review

NewSquare Capital sold out of Raymond James Financial (RJF) in Q3 2025, closing a stake of 112 shares — an estimated $17.2K sold.

NewSquare Capital first reported a position in RJF in Q2 2020 and held it in 8 quarters. The position peaked at $17.2K in Q2 2025. 890 funds tracked by Wall St. Rank hold RJF as of Q3 2025.

  • NewSquare Capital reported no remaining Raymond James Financial position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 112 Raymond James Financial shares in Q3 2025, an estimated $17.2K.
  • NewSquare Capital first reported a position in Raymond James Financial in Q2 2020 and held it in 8 quarters.
  • NewSquare Capital's Raymond James Financial position peaked at $17.2K in Q2 2025.
  • 890 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2025.

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