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Northwest & Ethical Investments’s Raymond James Financial RJF Stock Holding History

Northwest & Ethical Investments’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
Q2 		– Sell
-11,413
Closed -$1.59M – 533
2025
Q1 		$1.59M Buy
11,413
+3,375
+42% +$524K 0.04% 268
2024
Q4 		$1.25M Buy
8,038
+19
+0.2% +$2.87K 0.03% 293
2024
Q3 		$982K Sell
8,019
-1,683
-17% -$197K 0.03% 299
2024
Q2 		$1.2M Hold
9,702
– – 0.03% 278
2024
Q1 		$1.25M Buy
+9,702
New +$1.13M 0.04% 278

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northwest & Ethical Investments's RJF Position: Q2 2025 in Review

Northwest & Ethical Investments sold out of Raymond James Financial (RJF) in Q2 2025, closing a stake of 11,413 shares — an estimated $1.59M sold.

Northwest & Ethical Investments first reported a position in RJF in Q1 2024 and held it in 5 quarters. The position peaked at $1.59M in Q1 2025. 853 funds tracked by Wall St. Rank hold RJF as of Q2 2025.

  • Northwest & Ethical Investments reported no remaining Raymond James Financial position as of Q2 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 11,413 Raymond James Financial shares in Q2 2025, an estimated $1.59M.
  • Northwest & Ethical Investments first reported a position in Raymond James Financial in Q1 2024 and held it in 5 quarters.
  • Northwest & Ethical Investments's Raymond James Financial position peaked at $1.59M in Q1 2025.
  • 853 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2025.

Based on Northwest & Ethical Investments's 13F filing for Q2 2025, filed 13 Aug 2025.