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PFS Investments’s Raymond James Financial RJF Stock Holding History

PFS Investments’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
2023
Q2 		$7.19M Buy
69,321
+10,096
+17% +$937K 0.12% 170
2023
Q1 		$5.29M Sell
59,225
-2,121
-3% -$225K 0.09% 191
2022
Q4 		$6.56M Buy
61,346
+6,760
+12% +$759K 0.12% 159
2022
Q3 		$5.39K Buy
54,586
+13,599
+33% +$1.38M 0.1% 164
2022
Q2 		$3.67M Buy
40,987
+7,286
+22% +$714K 0.07% 221
2022
Q1 		$3.7M Buy
+33,701
New +$3.57M 0.07% 226

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PFS Investments's RJF Position: Q2 2023 in Review

PFS Investments increased its Raymond James Financial (RJF) stake by 17% in Q2 2023, buying an estimated $937K and bringing the position to 69,321 shares worth $7.19M. The position accounts for 0.12% of the portfolio, ranked #170.

PFS Investments first reported a position in RJF in Q1 2022 and has held it in 6 quarters since. 642 funds tracked by Wall St. Rank hold RJF as of Q2 2023.

  • PFS Investments held 69,321 shares of Raymond James Financial worth $7.19M as of Q2 2023.
  • PFS Investments bought 10,096 Raymond James Financial shares in Q2 2023, an estimated $937K.
  • Raymond James Financial made up 0.12% of PFS Investments's portfolio in Q2 2023, its #170 holding.
  • PFS Investments first reported a position in Raymond James Financial in Q1 2022 and has held it in 6 quarters since.
  • 642 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.