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Simplicity Wealth’s Raymond James Financial RJF Stock Holding History

Simplicity Wealth’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 		– Sell
-2,151
Closed -$334K – 595
2024
Q4 		$334K Buy
2,151
+274
+15% +$41.4K 0.07% 216
2024
Q3 		$230K Sell
1,877
-2,341
-56% -$273K 0.02% 445
2024
Q2 		$521K Buy
4,218
+1,615
+62% +$199K 0.01% 741
2024
Q1 		$334K Buy
+2,603
New +$303K 0.01% 879

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

Simplicity Wealth's RJF Position: Q1 2025 in Review

Simplicity Wealth sold out of Raymond James Financial (RJF) in Q1 2025, closing a stake of 2,151 shares — an estimated $334K sold.

Simplicity Wealth first reported a position in RJF in Q1 2024 and held it in 4 quarters. The position peaked at $521K in Q2 2024. 854 funds tracked by Wall St. Rank hold RJF as of Q1 2025.

  • Simplicity Wealth reported no remaining Raymond James Financial position as of Q1 2025 after selling out during the quarter.
  • Simplicity Wealth sold 2,151 Raymond James Financial shares in Q1 2025, an estimated $334K.
  • Simplicity Wealth first reported a position in Raymond James Financial in Q1 2024 and held it in 4 quarters.
  • Simplicity Wealth's Raymond James Financial position peaked at $521K in Q2 2024.
  • 854 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2025.

Based on Simplicity Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.