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Red Door Wealth Management’s Raymond James Financial RJF Stock Holding History

Red Door Wealth 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
Q2 		– Sell
-3,264
Closed -$453K – 288
2025
Q1 		$453K Buy
+3,264
New +$507K 0.07% 149

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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T. Rowe Price Investment Management
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Red Door Wealth Management's RJF Position: Q2 2025 in Review

Red Door Wealth Management sold out of Raymond James Financial (RJF) in Q2 2025, closing a stake of 3,264 shares — an estimated $453K sold.

Red Door Wealth Management first reported a position in RJF in Q1 2025 and held it in 1 quarter. The position peaked at $453K in Q1 2025. 853 funds tracked by Wall St. Rank hold RJF as of Q2 2025.

  • Red Door Wealth Management reported no remaining Raymond James Financial position as of Q2 2025 after selling out during the quarter.
  • Red Door Wealth Management sold 3,264 Raymond James Financial shares in Q2 2025, an estimated $453K.
  • Red Door Wealth Management first reported a position in Raymond James Financial in Q1 2025 and held it in 1 quarter.
  • Red Door Wealth Management's Raymond James Financial position peaked at $453K in Q1 2025.
  • 853 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2025.

Based on Red Door Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.