Sherbrooke Park Advisers’s Raymond James Financial RJF Stock Holding History

Sherbrooke Park Advisers’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	-3,084	Closed	-$428K	–	737
2025 Q1	$428K	Buy	3,084 +1,570	+104%	+$244K	0.2%	181
2024 Q4	$235K	Sell	1,514 -796	-34%	-$120K	0.08%	518
2024 Q3	$283K	Sell	2,310 -10,345	-82%	-$1.21M	0.06%	591
2024 Q2	$1.56M	Buy	12,655 +6,753	+114%	+$833K	0.27%	75
2024 Q1	$758K	Buy	+5,902	New	+$688K	0.15%	224
2023 Q1	–	Sell	-3,000	Closed	-$321K	–	301
2022 Q4	$321K	Buy	+3,000	New	+$337K	0.23%	182

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Sherbrooke Park Advisers's RJF Position: Q2 2025 in Review

Sherbrooke Park Advisers sold out of Raymond James Financial (RJF) in Q2 2025, closing a stake of 3,084 shares — an estimated $428K sold.

Sherbrooke Park Advisers first reported a position in RJF in Q4 2022 and held it in 6 quarters. The position peaked at $1.56M in Q2 2024. 853 funds tracked by Wall St. Rank hold RJF as of Q2 2025.

Sherbrooke Park Advisers reported no remaining Raymond James Financial position as of Q2 2025 after selling out during the quarter.
Sherbrooke Park Advisers sold 3,084 Raymond James Financial shares in Q2 2025, an estimated $428K.
Sherbrooke Park Advisers first reported a position in Raymond James Financial in Q4 2022 and held it in 6 quarters.
Sherbrooke Park Advisers's Raymond James Financial position peaked at $1.56M in Q2 2024.
853 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.