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Petrus Trust Company’s Raymond James Financial RJF Stock Holding History

Petrus Trust Company’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
-2,900
Closed -$403K – 686
2025
Q1 		$403K Sell
2,900
-1,175
-29% -$182K 0.04% 290
2024
Q4 		$633K Buy
+4,075
New +$616K 0.06% 131
2024
Q3 		– Sell
-2,317
Closed -$286K – 721
2024
Q2 		$286K Buy
+2,317
New +$286K 0.03% 450
2024
Q1 		– Sell
-4,417
Closed -$492K – 762
2023
Q4 		$492K Buy
4,417
+2,174
+97% +$224K 0.05% 225
2023
Q3 		$225K Buy
+2,243
New +$237K 0.02% 493

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

Petrus Trust Company's RJF Position: Q2 2025 in Review

Petrus Trust Company sold out of Raymond James Financial (RJF) in Q2 2025, closing a stake of 2,900 shares — an estimated $403K sold.

Petrus Trust Company first reported a position in RJF in Q3 2023 and held it in 5 quarters. The position peaked at $633K in Q4 2024. 853 funds tracked by Wall St. Rank hold RJF as of Q2 2025.

  • Petrus Trust Company reported no remaining Raymond James Financial position as of Q2 2025 after selling out during the quarter.
  • Petrus Trust Company sold 2,900 Raymond James Financial shares in Q2 2025, an estimated $403K.
  • Petrus Trust Company first reported a position in Raymond James Financial in Q3 2023 and held it in 5 quarters.
  • Petrus Trust Company's Raymond James Financial position peaked at $633K in Q4 2024.
  • 853 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.