Spectrum Wealth Counsel’s Raymond James Financial RJF Stock Holding History

Spectrum Wealth Counsel’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	$2.39M	Buy	+17,181	New	+$2.67M	0.29%	63

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Spectrum Wealth Counsel's RJF Position: Q1 2025 in Review

Spectrum Wealth Counsel opened a new position in Raymond James Financial (RJF) in Q1 2025: 17,181 shares worth $2.39M. The stake represents 0.29% of the portfolio and ranks #63 among its holdings.

854 funds tracked by Wall St. Rank hold RJF as of Q1 2025.

Spectrum Wealth Counsel held 17,181 shares of Raymond James Financial worth $2.39M as of Q1 2025.
Raymond James Financial was a new Spectrum Wealth Counsel position in Q1 2025.
Raymond James Financial made up 0.29% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #63 holding.
854 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.