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ORG Wealth Partners’s Raymond James Financial RJF Stock Holding History

ORG Wealth 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
Q3 		– Sell
-142
Closed -$22K – 694
2025
Q2 		$22K Sell
142
-521
-79% -$74.6K 0.01% 423
2025
Q1 		$91.6K Buy
+663
New +$103K 0.03% 286

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

ORG Wealth Partners's RJF Position: Q3 2025 in Review

ORG Wealth Partners sold out of Raymond James Financial (RJF) in Q3 2025, closing a stake of 142 shares — an estimated $22K sold.

ORG Wealth Partners first reported a position in RJF in Q1 2025 and held it in 2 quarters. The position peaked at $91.6K in Q1 2025. 890 funds tracked by Wall St. Rank hold RJF as of Q3 2025.

  • ORG Wealth Partners reported no remaining Raymond James Financial position as of Q3 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 142 Raymond James Financial shares in Q3 2025, an estimated $22K.
  • ORG Wealth Partners first reported a position in Raymond James Financial in Q1 2025 and held it in 2 quarters.
  • ORG Wealth Partners's Raymond James Financial position peaked at $91.6K in Q1 2025.
  • 890 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2025.

Based on ORG Wealth Partners's 13F filing for Q3 2025, filed 24 Oct 2025.