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NorthRock Partners’s Raymond James Financial RJF Stock Holding History

NorthRock Partners’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
-3,771
Closed -$651K – 859
2025
Q3 		$651K Sell
3,771
-510
-12% -$84.5K 0.01% 455
2025
Q2 		$657K Buy
4,281
+175
+4% +$25.1K 0.02% 335
2025
Q1 		$570K Sell
4,106
-190
-4% -$29.5K 0.02% 320
2024
Q4 		$667K Sell
4,296
-259
-6% -$39.1K 0.02% 280
2024
Q3 		$558K Buy
4,555
+252
+6% +$29.4K 0.02% 345
2024
Q2 		$532K Buy
4,303
+2
+0% +$247 0.02% 329
2024
Q1 		$554K Buy
4,301
+190
+5% +$22.1K 0.02% 330
2023
Q4 		$460K Buy
+4,111
New +$423K 0.02% 344
2023
Q1 		– Sell
-2,106
Closed -$225K – 360
2022
Q4 		$225K Buy
+2,106
New +$236K 0.03% 309

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

NorthRock Partners's RJF Position: Q4 2025 in Review

NorthRock Partners sold out of Raymond James Financial (RJF) in Q4 2025, closing a stake of 3,771 shares — an estimated $651K sold.

NorthRock Partners first reported a position in RJF in Q4 2022 and held it in 9 quarters. The position peaked at $667K in Q4 2024. 933 funds tracked by Wall St. Rank hold RJF as of Q4 2025.

  • NorthRock Partners reported no remaining Raymond James Financial position as of Q4 2025 after selling out during the quarter.
  • NorthRock Partners sold 3,771 Raymond James Financial shares in Q4 2025, an estimated $651K.
  • NorthRock Partners first reported a position in Raymond James Financial in Q4 2022 and held it in 9 quarters.
  • NorthRock Partners's Raymond James Financial position peaked at $667K in Q4 2024.
  • 933 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.