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Stephens Consulting’s Raymond James Financial RJF Stock Holding History

Stephens Consulting’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
Q4 		$6.47M Sell
40,278
-9,734
-19% -$1.57M 2.09% 11
2025
Q3 		$8.63M Buy
50,012
+26,382
+112% +$4.37M 2.96% 10
2025
Q2 		$3.62M Sell
23,630
-23,852
-50% -$3.42M 0.86% 19
2025
Q1 		$6.6M Buy
47,482
+6,848
+17% +$1.06M 1.65% 12
2024
Q4 		$6.31M Sell
40,634
-16
-0% -$2.42K 1.58% 12
2024
Q3 		$4.98M Buy
40,650
+10
+0% +$1.17K 1.27% 13
2024
Q2 		$5.02M Buy
40,640
+10
+0% +$1.23K 1.43% 13
2024
Q1 		$5.22M Buy
40,630
+6
+0% +$699 1.6% 12
2023
Q4 		$4.53M Buy
40,624
+26,556
+189% +$2.73M 1.53% 13
2023
Q3 		$1.41M Buy
14,068
+10
+0.1% +$1.06K 0.57% 24
2023
Q2 		$1.46M Buy
14,058
+11
+0.1% +$1.02K 0.58% 26
2023
Q1 		$1.31M Buy
14,047
+13
+0.1% +$1.38K 0.79% 26
2022
Q4 		$1.5M Buy
14,034
+13
+0.1% +$1.46K 1% 23
2022
Q3 		$1.39M Buy
14,021
+16
+0.1% +$1.62K 1.25% 16
2022
Q2 		$1.25M Buy
14,005
+17
+0.1% +$1.67K 1.02% 18
2022
Q1 		$1.54M Buy
13,988
+15
+0.1% +$1.59K 1.26% 16
2021
Q4 		$1.4M Buy
+13,973
New +$1.38M 1.16% 19

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Stephens Consulting's RJF Position: Q4 2025 in Review

Stephens Consulting reduced its Raymond James Financial (RJF) stake by 19% in Q4 2025, selling an estimated $1.57M and leaving 40,278 shares worth $6.47M. The position accounts for 2.09% of the portfolio, ranked #11.

Stephens Consulting first reported a position in RJF in Q4 2021 and has held it in 17 quarters since. The position peaked at $8.63M in Q3 2025. 935 funds tracked by Wall St. Rank hold RJF as of Q4 2025.

  • Stephens Consulting held 40,278 shares of Raymond James Financial worth $6.47M as of Q4 2025.
  • Stephens Consulting sold 9,734 Raymond James Financial shares in Q4 2025, an estimated $1.57M.
  • Raymond James Financial made up 2.09% of Stephens Consulting's portfolio in Q4 2025, its #11 holding.
  • Stephens Consulting first reported a position in Raymond James Financial in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's Raymond James Financial position peaked at $8.63M in Q3 2025.
  • 935 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.