R Squared’s Raymond James Financial RJF Stock Holding History

R Squared’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 Q1	–	Sell	-50	Closed	-$7.77K	–	1231
2024 Q4	$7.77K	Buy	+50	New	+$7.55K	0.01%	1210

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

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

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

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

R Squared's RJF Position: Q1 2025 in Review

R Squared sold out of Raymond James Financial (RJF) in Q1 2025, closing a stake of 50 shares — an estimated $7.77K sold.

R Squared first reported a position in RJF in Q4 2024 and held it in 1 quarter. The position peaked at $7.77K in Q4 2024. 854 funds tracked by Wall St. Rank hold RJF as of Q1 2025.

R Squared reported no remaining Raymond James Financial position as of Q1 2025 after selling out during the quarter.
R Squared sold 50 Raymond James Financial shares in Q1 2025, an estimated $7.77K.
R Squared first reported a position in Raymond James Financial in Q4 2024 and held it in 1 quarter.
R Squared's Raymond James Financial position peaked at $7.77K in Q4 2024.
854 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.