Plante Moran Financial Advisors’s Raymond James Financial RJF Stock Holding History

Plante Moran Financial 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
2025 Q3	–	Sell	-375	Closed	-$57.5K	–	851
2025 Q2	$57.5K	Hold	375	–	–	﹤0.01%	313
2025 Q1	$52.1K	Buy	+375	New	+$58.2K	﹤0.01%	326
2023 Q1	–	Sell	-78	Closed	-$8.33K	–	884
2022 Q4	$8.33K	Hold	78	–	–	﹤0.01%	605
2022 Q3	$8K	Buy	+78	New	+$7.9K	﹤0.01%	627
2022 Q1	–	Sell	-52	Closed	-$5K	–	968
2021 Q4	$5K	Buy	+52	New	+$5.14K	﹤0.01%	825
2019 Q1	–	Sell	-41	Closed	-$2K	–	906
2018 Q4	$2K	Buy	+41	New	+$2.18K	﹤0.01%	740
2018 Q1	–	Sell	-54	Closed	-$3K	–	1002
2017 Q4	$3K	Buy	+54	New	+$3.11K	﹤0.01%	765

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Plante Moran Financial Advisors's RJF Position: Q3 2025 in Review

Plante Moran Financial Advisors sold out of Raymond James Financial (RJF) in Q3 2025, closing a stake of 375 shares — an estimated $57.5K sold.

Plante Moran Financial Advisors first reported a position in RJF in Q4 2017 and held it in 7 quarters. The position peaked at $57.5K in Q2 2025. 890 funds tracked by Wall St. Rank hold RJF as of Q3 2025.

Plante Moran Financial Advisors reported no remaining Raymond James Financial position as of Q3 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 375 Raymond James Financial shares in Q3 2025, an estimated $57.5K.
Plante Moran Financial Advisors first reported a position in Raymond James Financial in Q4 2017 and held it in 7 quarters.
Plante Moran Financial Advisors's Raymond James Financial position peaked at $57.5K in Q2 2025.
890 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.