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ORG Partners’s Raymond James Financial RJF Stock Holding History

ORG 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 		$2.25K Sell
14
-13
-48% -$2.1K ﹤0.01% 1422
2025
Q3 		$4.66K Buy
27
+15
+125% +$2.49K ﹤0.01% 1145
2025
Q2 		$1.85K Buy
+12
New +$1.72K ﹤0.01% 1248

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

ORG Partners's RJF Position: Q4 2025 in Review

ORG Partners reduced its Raymond James Financial (RJF) stake by 48% in Q4 2025, selling an estimated $2.1K and leaving 14 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

ORG Partners first reported a position in RJF in Q2 2025 and has held it in 3 quarters since. The position peaked at $4.66K in Q3 2025. 935 funds tracked by Wall St. Rank hold RJF as of Q4 2025.

  • ORG Partners held 14 shares of Raymond James Financial worth $2.25K as of Q4 2025.
  • ORG Partners sold 13 Raymond James Financial shares in Q4 2025, an estimated $2.1K.
  • Raymond James Financial made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1422 holding.
  • ORG Partners first reported a position in Raymond James Financial in Q2 2025 and has held it in 3 quarters since.
  • ORG Partners's Raymond James Financial position peaked at $4.66K in Q3 2025.
  • 935 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.