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Nicolet Advisory Services’s Raymond James Financial RJF Stock Holding History

Nicolet Advisory Services’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 		$288K Buy
1,687
+32
+2% +$5.17K 0.02% 335
2025
Q3 		$274K Buy
1,655
+139
+9% +$23K 0.02% 332
2025
Q2 		$247K Buy
+1,516
New +$217K 0.02% 350
2025
Q1 		– Sell
-1,478
Closed -$228K – 399
2024
Q4 		$228K Buy
+1,478
New +$223K 0.02% 345

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nicolet Advisory Services's RJF Position: Q4 2025 in Review

Nicolet Advisory Services increased its Raymond James Financial (RJF) stake by 1.9% in Q4 2025, buying an estimated $5.17K and bringing the position to 1,687 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #335.

Nicolet Advisory Services first reported a position in RJF in Q4 2024 and has held it in 4 quarters since. 935 funds tracked by Wall St. Rank hold RJF as of Q4 2025.

  • Nicolet Advisory Services held 1,687 shares of Raymond James Financial worth $288K as of Q4 2025.
  • Nicolet Advisory Services bought 32 Raymond James Financial shares in Q4 2025, an estimated $5.17K.
  • Raymond James Financial made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #335 holding.
  • Nicolet Advisory Services first reported a position in Raymond James Financial in Q4 2024 and has held it in 4 quarters since.
  • 935 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.