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Orion Portfolio Solutions’s Raymond James Financial RJF Stock Holding History

Orion Portfolio Solutions’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
Q1 		$2.66M Sell
19,182
-2,204
-10% -$342K 0.03% 578
2024
Q4 		$3.32M Sell
21,386
-874
-4% -$132K 0.03% 464
2024
Q3 		$2.73M Sell
22,260
-7,312
-25% -$854K 0.03% 539
2024
Q2 		$3.66M Buy
29,572
+393
+1% +$48.5K 0.04% 404
2024
Q1 		$3.75M Buy
29,179
+1,286
+5% +$150K 0.04% 405
2023
Q4 		$3.14M Sell
27,893
-1,583
-5% -$163K 0.04% 438
2023
Q3 		$2.96M Sell
29,476
-1,057
-3% -$112K 0.04% 447
2023
Q2 		$3.17M Buy
30,533
+10,461
+52% +$971K 0.03% 464
2023
Q1 		$1.87M Buy
+20,072
New +$2.13M 0.02% 620
2020
Q3 		– Sell
-63
Closed -$3K – 1694
2020
Q2 		$3K Sell
63
-750
-92% -$33.8K ﹤0.01% 1677
2020
Q1 		$34K Buy
813
+6
+0.7% +$338 ﹤0.01% 685
2019
Q4 		$48K Buy
+807
New +$46.6K ﹤0.01% 557

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Orion Portfolio Solutions's RJF Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Raymond James Financial (RJF) stake by 10% in Q1 2025, selling an estimated $342K and leaving 19,182 shares worth $2.66M. The position accounts for 0.03% of the portfolio, ranked #578.

Orion Portfolio Solutions first reported a position in RJF in Q4 2019 and has held it in 12 quarters since. The position peaked at $3.75M in Q1 2024. 855 funds tracked by Wall St. Rank hold RJF as of Q1 2025.

  • Orion Portfolio Solutions held 19,182 shares of Raymond James Financial worth $2.66M as of Q1 2025.
  • Orion Portfolio Solutions sold 2,204 Raymond James Financial shares in Q1 2025, an estimated $342K.
  • Raymond James Financial made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #578 holding.
  • Orion Portfolio Solutions first reported a position in Raymond James Financial in Q4 2019 and has held it in 12 quarters since.
  • Orion Portfolio Solutions's Raymond James Financial position peaked at $3.75M in Q1 2024.
  • 855 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.