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Riverview Trust Company’s Raymond James Financial RJF Stock Holding History

Riverview Trust Company’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
-6
Closed -$932 – 782
2024
Q4 		$932 Hold
6
– – ﹤0.01% 645
2024
Q3 		$735 Buy
+6
New +$701 ﹤0.01% 706
2023
Q2 		– Sell
-143
Closed -$13.3K – 737
2023
Q1 		$13.3K Hold
143
– – 0.01% 577
2022
Q4 		$15K Hold
143
– – 0.01% 443
2022
Q3 		$14K Buy
+143
New +$14.5K 0.01% 475
2022
Q2 		– Sell
-192
Closed -$21K – 836
2022
Q1 		$21K Buy
+192
New +$20.3K 0.02% 478

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

Riverview Trust Company's RJF Position: Q1 2025 in Review

Riverview Trust Company sold out of Raymond James Financial (RJF) in Q1 2025, closing a stake of 6 shares — an estimated $932 sold.

Riverview Trust Company first reported a position in RJF in Q1 2022 and held it in 6 quarters. The position peaked at $21K in Q1 2022. 854 funds tracked by Wall St. Rank hold RJF as of Q1 2025.

  • Riverview Trust Company reported no remaining Raymond James Financial position as of Q1 2025 after selling out during the quarter.
  • Riverview Trust Company sold 6 Raymond James Financial shares in Q1 2025, an estimated $932.
  • Riverview Trust Company first reported a position in Raymond James Financial in Q1 2022 and held it in 6 quarters.
  • Riverview Trust Company's Raymond James Financial position peaked at $21K in Q1 2022.
  • 854 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2025.

Based on Riverview Trust Company's 13F filing for Q1 2025, filed 11 Apr 2025.