Simplex Trading’s Raymond James Financial RJF Stock Holding History

Simplex Trading’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	-6,706	Closed	-$960K	–	9578
2025 Q1	$931K	Buy	+6,706	New	+$1.04M	﹤0.01%	2768
2024 Q3	–	Sell	-2,380	Closed	-$278K	–	9407
2024 Q2	$294K	Buy	+2,380	New	+$294K	﹤0.01%	4252
2023 Q3	–	Sell	-548	Closed	-$58K	–	9635
2023 Q2	$56K	Buy	+548	New	+$50.9K	﹤0.01%	5736
2022 Q3	–	Sell	-16,120	Closed	-$1.63M	–	10729
2022 Q2	$1.44M	Buy	+16,120	New	+$1.58M	﹤0.01%	2208
2021 Q4	–	Sell	-11,374	Closed	-$1.12M	–	11291
2021 Q3	$1.5M	Sell	11,374 -5,687	-33%	-$509K	﹤0.01%	2537
2021 Q2	$1.48M	Buy	+17,061	New	+$1.49M	﹤0.01%	2585
2020 Q3	–	Sell	-4,940	Closed	-$239K	–	8382
2020 Q2	$226K	Sell	4,940 -13,138	-73%	-$592K	﹤0.01%	3855
2020 Q1	$761K	Buy	+18,078	New	+$1.02M	﹤0.01%	2149
2019 Q3	–	Sell	-1,359	Closed	-$73.8K	–	7779
2019 Q2	$76K	Buy	+1,359	New	+$77.5K	﹤0.01%	4466
2018 Q2	–	Sell	-1,610	Closed	-$99.9K	–	7809
2018 Q1	$95K	Buy	+1,610	New	+$100K	﹤0.01%	1847
2015 Q4	–	Sell	-13,727	Closed	-$511K	–	6018
2015 Q3	$454K	Buy	+13,727	New	+$509K	0.03%	485
2015 Q2	–	Sell	-51	Closed	-$1.98K	–	5751
2015 Q1	$1K	Sell	51 -6,101	-99%	-$228K	﹤0.01%	4578
2014 Q4	$235K	Buy	+6,152	New	+$226K	0.03%	532

Other funds holding RJF

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Simplex Trading's RJF Position: Q2 2025 in Review

Simplex Trading sold out of Raymond James Financial (RJF) in Q2 2025, closing a stake of 6,706 shares — an estimated $960K sold.

Simplex Trading first reported a position in RJF in Q4 2014 and held it in 13 quarters. The position peaked at $1.5M in Q3 2021. 854 funds tracked by Wall St. Rank hold RJF as of Q2 2025.

Simplex Trading reported no remaining Raymond James Financial position as of Q2 2025 after selling out during the quarter.
Simplex Trading sold 6,706 Raymond James Financial shares in Q2 2025, an estimated $960K.
Simplex Trading first reported a position in Raymond James Financial in Q4 2014 and held it in 13 quarters.
Simplex Trading's Raymond James Financial position peaked at $1.5M in Q3 2021.
854 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2025.

Based on Simplex Trading's 13F filing for Q2 2025, filed 5 Aug 2025.