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Schechter Investment Advisors’s Raymond James Financial RJF Stock Holding History

Schechter Investment Advisors’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 		$223K Sell
1,606
-254
-14% -$39.4K 0.02% 536
2024
Q4 		$289K Sell
1,860
-66
-3% -$9.97K 0.02% 501
2024
Q3 		$236K Sell
1,926
-450
-19% -$52.6K 0.02% 550
2024
Q2 		$294K Buy
2,376
+304
+15% +$37.5K 0.02% 479
2024
Q1 		$266K Sell
2,072
-28
-1% -$3.26K 0.02% 517
2023
Q4 		$234K Sell
2,100
-41
-2% -$4.22K 0.02% 517
2023
Q3 		$215K Sell
2,141
-27
-1% -$2.86K 0.02% 529
2023
Q2 		$225K Sell
2,168
-22
-1% -$2.04K 0.02% 561
2023
Q1 		$204K Sell
2,190
-320
-13% -$33.9K 0.02% 617
2022
Q4 		$268K Buy
2,510
+208
+9% +$23.3K 0.02% 657
2022
Q3 		$227K Buy
+2,302
New +$233K 0.02% 799
2022
Q2 		– Sell
-2,192
Closed -$241K – 999
2022
Q1 		$241K Buy
2,192
+32
+1% +$3.39K 0.02% 781
2021
Q4 		$217K Buy
+2,160
New +$213K 0.02% 773

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

Schechter Investment Advisors's RJF Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Raymond James Financial (RJF) stake by 14% in Q1 2025, selling an estimated $39.4K and leaving 1,606 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #536.

Schechter Investment Advisors first reported a position in RJF in Q4 2021 and has held it in 13 quarters since. The position peaked at $294K in Q2 2024. 854 funds tracked by Wall St. Rank hold RJF as of Q1 2025.

  • Schechter Investment Advisors held 1,606 shares of Raymond James Financial worth $223K as of Q1 2025.
  • Schechter Investment Advisors sold 254 Raymond James Financial shares in Q1 2025, an estimated $39.4K.
  • Raymond James Financial made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #536 holding.
  • Schechter Investment Advisors first reported a position in Raymond James Financial in Q4 2021 and has held it in 13 quarters since.
  • Schechter Investment Advisors's Raymond James Financial position peaked at $294K in Q2 2024.
  • 854 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.