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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 		– Hold
0
– -$1.66M – 511
2025
Q3 		– Hold
0
– – – 20
2025
Q2 		– Hold
0
– – – 34
2025
Q1 		– Hold
0
– – – 43

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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. 933 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.
  • 933 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.