PFS
RJF icon

Prospera Financial Services’s Raymond James Financial RJF Stock Holding History

Prospera Financial Services’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
2026
Q1 		$374K Buy
2,580
+28
+1% +$4.44K 0.01% 1119
2025
Q4 		$410K Buy
2,552
+292
+13% +$47.1K 0.01% 1008
2025
Q3 		$390K Sell
2,260
-667
-23% -$111K 0.01% 1047
2025
Q2 		$449K Buy
2,927
+19
+0.7% +$2.72K 0.01% 946
2025
Q1 		$404K Buy
2,908
+1,419
+95% +$220K 0.01% 869
2024
Q4 		$231K Buy
+1,489
New +$225K 0.01% 1028
2022
Q3 		– Sell
-620
Closed -$55K – 1424
2022
Q2 		$55K Buy
620
+18
+3% +$1.76K ﹤0.01% 1013
2022
Q1 		$66K Buy
+602
New +$63.8K ﹤0.01% 1258
2020
Q4 		– Sell
-680
Closed -$33K – 1367
2020
Q3 		$33K Buy
+680
New +$32.9K 0.01% 757

Other funds holding RJF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return