RIL
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Rothschild Investment LLC’s Raymond James Financial RJF Stock Holding History

Rothschild Investment LLC’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
2026
Q1 		$84.4K Sell
583
-720
-55% -$114K ﹤0.01% 953
2025
Q4 		$209K Buy
1,303
+788
+153% +$127K 0.01% 609
2025
Q3 		$88.9K Hold
515
– – 0.01% 826
2025
Q2 		$79K Buy
515
+20
+4% +$2.86K ﹤0.01% 687
2025
Q1 		$68.8K Buy
495
+47
+10% +$7.3K ﹤0.01% 696
2024
Q4 		$69.6K Buy
448
+15
+3% +$2.27K ﹤0.01% 720
2024
Q3 		$53K Sell
433
-72
-14% -$8.41K ﹤0.01% 761
2024
Q2 		$62.4K Buy
505
+14
+3% +$1.73K ﹤0.01% 711
2024
Q1 		$63.1K Buy
491
+20
+4% +$2.33K ﹤0.01% 689
2023
Q4 		$52.5K Buy
+471
New +$48.5K ﹤0.01% 646

Other funds holding RJF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return