PFG Advisors’s Raymond James Financial RJF Stock Holding History

PFG Advisors’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
2024 Q4	–	Sell	-2,703	Closed	-$331K	–	722
2024 Q3	$331K	Buy	+2,703	New	+$316K	0.02%	563

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFG Advisors's RJF Position: Q4 2024 in Review

PFG Advisors sold out of Raymond James Financial (RJF) in Q4 2024, closing a stake of 2,703 shares — an estimated $331K sold.

PFG Advisors first reported a position in RJF in Q3 2024 and held it in 1 quarter. The position peaked at $331K in Q3 2024. 835 funds tracked by Wall St. Rank hold RJF as of Q4 2024.

PFG Advisors reported no remaining Raymond James Financial position as of Q4 2024 after selling out during the quarter.
PFG Advisors sold 2,703 Raymond James Financial shares in Q4 2024, an estimated $331K.
PFG Advisors first reported a position in Raymond James Financial in Q3 2024 and held it in 1 quarter.
PFG Advisors's Raymond James Financial position peaked at $331K in Q3 2024.
835 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2024.

Based on PFG Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.