PSI Advisors’s Raymond James Financial RJF Stock Holding History

PSI 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 Q2	–	Sell	-1,157	Closed	-$161K	–	561
2025 Q1	$161K	Hold	1,157	–	–	0.05%	129
2024 Q4	$180K	Hold	1,157	–	–	0.05%	134
2024 Q3	$142K	Hold	1,157	–	–	0.04%	153
2024 Q2	$143K	Hold	1,157	–	–	0.05%	149
2024 Q1	$149K	Hold	1,157	–	–	0.05%	146
2023 Q4	$129K	Hold	1,157	–	–	0.05%	159
2023 Q3	$116K	Hold	1,157	–	–	0.05%	165
2023 Q2	$120K	Hold	1,157	–	–	0.05%	153
2023 Q1	$108K	Hold	1,157	–	–	0.05%	151
2022 Q4	$124K	Sell	1,157 -2,250	-66%	-$253K	0.07%	138
2022 Q3	$337K	Hold	3,407	–	–	0.18%	87
2022 Q2	$305K	Hold	3,407	–	–	0.15%	102
2022 Q1	$374K	Hold	3,407	–	–	0.15%	105
2021 Q4	$342K	Buy	3,407 +407	+14%	+$40.2K	0.14%	112
2021 Q3	$277K	Hold	3,000	–	–	0.13%	124
2021 Q2	$259K	Hold	3,000	–	–	0.14%	119
2021 Q1	$245K	Buy	+3,000	New	+$224K	0.14%	116
2020 Q1	–	Sell	-3,300	Closed	-$196K	–	481
2019 Q4	$196K	Buy	+3,300	New	+$190K	0.13%	129

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

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

PSI Advisors's RJF Position: Q2 2025 in Review

PSI Advisors sold out of Raymond James Financial (RJF) in Q2 2025, closing a stake of 1,157 shares — an estimated $161K sold.

PSI Advisors first reported a position in RJF in Q4 2019 and held it in 18 quarters. The position peaked at $374K in Q1 2022. 853 funds tracked by Wall St. Rank hold RJF as of Q2 2025.

PSI Advisors reported no remaining Raymond James Financial position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 1,157 Raymond James Financial shares in Q2 2025, an estimated $161K.
PSI Advisors first reported a position in Raymond James Financial in Q4 2019 and held it in 18 quarters.
PSI Advisors's Raymond James Financial position peaked at $374K in Q1 2022.
853 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.