Simplex Trading
RJF icon

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
2026
Q1 		– Sell
-3,500
Closed -$562K – 9975
2025
Q4 		$562K Sell
3,500
-26,000
-88% -$4.2M ﹤0.01% 3188
2025
Q3 		$5.09M Buy
29,500
+23,300
+376% +$3.86M ﹤0.01% 1441
2025
Q2 		$950K Sell
6,200
-17,100
-73% -$2.45M ﹤0.01% 2834
2025
Q1 		$3.24M Buy
23,300
+5,100
+28% +$792K ﹤0.01% 1600
2024
Q4 		$2.83M Buy
18,200
+14,900
+452% +$2.25M ﹤0.01% 1906
2024
Q3 		$404K Sell
3,300
-7,300
-69% -$853K ﹤0.01% 3825
2024
Q2 		$1.31M Sell
10,600
-7,600
-42% -$938K ﹤0.01% 2633
2024
Q1 		$2.34M Buy
18,200
+7,700
+73% +$897K ﹤0.01% 2252
2023
Q4 		$1.17M Sell
10,500
-27,200
-72% -$2.8M ﹤0.01% 2860
2023
Q3 		$3.79M Sell
37,700
-67,000
-64% -$7.09M ﹤0.01% 1530
2023
Q2 		$10.9M Buy
104,700
+101,800
+3,510% +$9.45M 0.01% 848
2023
Q1 		$270K Sell
2,900
-27,300
-90% -$2.89M ﹤0.01% 3964
2022
Q4 		$3.23M Sell
30,200
-25,000
-45% -$2.81M ﹤0.01% 1509
2022
Q3 		$5.45M Sell
55,200
-19,300
-26% -$1.95M 0.01% 1145
2022
Q2 		$6.66M Buy
74,500
+74,400
+74,400% +$7.29M 0.01% 990
2022
Q1 		$10K Sell
100
-300
-75% -$31.8K ﹤0.01% 8892
2021
Q4 		$40K Sell
400
-15,500
-97% -$1.53M ﹤0.01% 7543
2021
Q3 		$2.1M Sell
15,900
-7,950
-33% -$712K ﹤0.01% 2079
2021
Q2 		$2.06M Buy
23,850
+23,794
+42,489% +$2.07M ﹤0.01% 2113
2021
Q1 		$453K Buy
56
+29
+107% +$2.16K ﹤0.01% 3513
2020
Q4 		$172K Sell
27
-440
-94% -$25.2K ﹤0.01% 4817
2020
Q3 		$2.26M Sell
467
-205
-31% -$9.92K ﹤0.01% 1430
2020
Q2 		$3.08M Buy
672
+258
+62% +$11.6K ﹤0.01% 1172
2020
Q1 		$1.74M Buy
414
+246
+146% +$13.9K ﹤0.01% 1387
2019
Q4 		$1M Buy
168
+82
+95% +$4.73K ﹤0.01% 2087
2019
Q3 		$470K Sell
86
-408
-83% -$22.2K ﹤0.01% 2682
2019
Q2 		$2.78M Sell
494
-172
-26% -$9.8K 0.01% 1058
2019
Q1 		$3.57M Buy
666
+450
+208% +$24.1K 0.01% 916
2018
Q4 		$1.07M Sell
216
-23
-10% -$1.23K ﹤0.01% 1579
2018
Q3 		$1.46M Buy
239
+135
+130% +$8.32K ﹤0.01% 1517
2018
Q2 		$616K Sell
104
-79
-43% -$4.9K ﹤0.01% 2248
2018
Q1 		$8K Buy
183
+9
+5% +$560 ﹤0.01% 4240
2017
Q4 		$9K Buy
+174
New +$10K ﹤0.01% 4003
2017
Q3 		– Sell
-212
Closed -$3K – 6513
2017
Q2 		$3K Buy
212
+143
+207% +$7.2K ﹤0.01% 5019
2017
Q1 		$4K Buy
69
+34
+97% +$1.73K ﹤0.01% 4806
2016
Q4 		$1K Buy
+35
New +$1.55K ﹤0.01% 5487
2015
Q4 		– Sell
-177
Closed -$70K – 6019
2015
Q3 		$70K Buy
177
+169
+2,113% +$6.26K 0.01% 1723
2015
Q2 		$1K Buy
+8
New +$311 ﹤0.01% 4771

Other funds holding RJF

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

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. 853 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.
  • 853 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.