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Parkworth Wealth Management’s Raymond James Financial RJF Stock Holding History

Parkworth Wealth Management’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 		$1.07K Buy
7
+2
+40% +$286 ﹤0.01% 392
2025
Q1 		$695 Hold
5
– – ﹤0.01% 340
2024
Q4 		$777 Buy
+5
New +$755 ﹤0.01% 331

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

Parkworth Wealth Management's RJF Position: Q2 2025 in Review

Parkworth Wealth Management increased its Raymond James Financial (RJF) stake by 40% in Q2 2025, buying an estimated $286 and bringing the position to 7 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Parkworth Wealth Management first reported a position in RJF in Q4 2024 and has held it in 3 quarters since. 853 funds tracked by Wall St. Rank hold RJF as of Q2 2025.

  • Parkworth Wealth Management held 7 shares of Raymond James Financial worth $1.07K as of Q2 2025.
  • Parkworth Wealth Management bought 2 Raymond James Financial shares in Q2 2025, an estimated $286.
  • Raymond James Financial made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #392 holding.
  • Parkworth Wealth Management first reported a position in Raymond James Financial in Q4 2024 and has held it in 3 quarters since.
  • 853 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.