North Capital’s Raymond James Financial RJF Stock Holding History

North 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 Q4	–	Sell	-6	Closed	-$1.04K	–	565
2025 Q3	$1.04K	Buy	+6	New	+$994	﹤0.01%	573

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 $3.37T AUM 44.26% 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

North Capital's RJF Position: Q4 2025 in Review

North Capital sold out of Raymond James Financial (RJF) in Q4 2025, closing a stake of 6 shares — an estimated $1.04K sold.

North Capital first reported a position in RJF in Q3 2025 and held it in 1 quarter. The position peaked at $1.04K in Q3 2025. 935 funds tracked by Wall St. Rank hold RJF as of Q4 2025.

North Capital reported no remaining Raymond James Financial position as of Q4 2025 after selling out during the quarter.
North Capital sold 6 Raymond James Financial shares in Q4 2025, an estimated $1.04K.
North Capital first reported a position in Raymond James Financial in Q3 2025 and held it in 1 quarter.
North Capital's Raymond James Financial position peaked at $1.04K in Q3 2025.
935 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.