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Raleigh Capital Management’s Raymond James Financial RJF Stock Holding History

Raleigh Capital Management’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
-113
Closed -$17.6K – 942
2024
Q4 		$17.6K Sell
113
-10
-8% -$1.51K 0.01% 484
2024
Q3 		$15.1K Buy
123
+10
+9% +$1.17K 0.01% 495
2024
Q2 		$14K Buy
113
+8
+8% +$987 0.01% 503
2024
Q1 		$13.5K Buy
105
+66
+169% +$7.69K 0.01% 496
2023
Q4 		$4.32K Buy
39
+35
+875% +$3.6K ﹤0.01% 762
2023
Q3 		$373 Buy
+4
New +$423 ﹤0.01% 899

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
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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raleigh Capital Management's RJF Position: Q1 2025 in Review

Raleigh Capital Management sold out of Raymond James Financial (RJF) in Q1 2025, closing a stake of 113 shares — an estimated $17.6K sold.

Raleigh Capital Management first reported a position in RJF in Q3 2023 and held it in 6 quarters. The position peaked at $17.6K in Q4 2024. 854 funds tracked by Wall St. Rank hold RJF as of Q1 2025.

  • Raleigh Capital Management reported no remaining Raymond James Financial position as of Q1 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 113 Raymond James Financial shares in Q1 2025, an estimated $17.6K.
  • Raleigh Capital Management first reported a position in Raymond James Financial in Q3 2023 and held it in 6 quarters.
  • Raleigh Capital Management's Raymond James Financial position peaked at $17.6K in Q4 2024.
  • 854 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.