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Stevens Capital Management’s Raymond James Financial RJF Stock Holding History

Stevens Capital Management’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
-1,775
Closed -$276K – 375
2024
Q4 		$276K Buy
+1,775
New +$268K 0.11% 240
2019
Q2 		– Sell
-159,482
Closed -$8.55M – 814
2019
Q1 		$8.55M Buy
+159,482
New +$8.54M 0.36% 84
2018
Q3 		– Sell
-92,109
Closed -$5.49M – 924
2018
Q2 		$5.49M Buy
+92,109
New +$5.72M 0.2% 130
2018
Q1 		– Sell
-99,362
Closed -$5.92M – 949
2017
Q4 		$5.92M Buy
99,362
+17,132
+21% +$987K 0.23% 140
2017
Q3 		$4.62M Buy
+82,230
New +$4.43M 0.17% 168
2017
Q2 		– Sell
-84,909
Closed -$4.32M – 1035
2017
Q1 		$4.32M Buy
84,909
+21,138
+33% +$1.08M 0.16% 188
2016
Q4 		$2.94M Buy
+63,771
New +$2.82M 0.12% 234
2016
Q2 		– Sell
-8,756
Closed -$278K – 1091
2016
Q1 		$278K Buy
+8,756
New +$269K 0.01% 693
2015
Q3 		– Sell
-106,920
Closed -$4.25M – 1179
2015
Q2 		$4.25M Buy
106,920
+28,545
+36% +$1.11M 0.15% 184
2015
Q1 		$2.97M Buy
78,375
+20,244
+35% +$756K 0.11% 213
2014
Q4 		$2.22M Sell
58,131
-40,265
-41% -$1.48M 0.07% 280
2014
Q3 		$3.52M Sell
98,396
-49,884
-34% -$1.75M 0.11% 238
2014
Q2 		$5.01M Buy
+148,280
New +$4.95M 0.13% 199
2014
Q1 		– Sell
-104,154
Closed -$3.62M – 1277
2013
Q4 		$3.62M Sell
104,154
-49,704
-32% -$1.54M 0.11% 221
2013
Q3 		$4.27M Buy
153,858
+105,280
+217% +$3.04M 0.13% 203
2013
Q2 		$1.39M Buy
+48,578
New +$1.4M 0.05% 388

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stevens Capital Management's RJF Position: Q1 2025 in Review

Stevens Capital Management sold out of Raymond James Financial (RJF) in Q1 2025, closing a stake of 1,775 shares — an estimated $276K sold.

Stevens Capital Management first reported a position in RJF in Q2 2013 and held it in 16 quarters. The position peaked at $8.55M in Q1 2019. 857 funds tracked by Wall St. Rank hold RJF as of Q1 2025.

  • Stevens Capital Management reported no remaining Raymond James Financial position as of Q1 2025 after selling out during the quarter.
  • Stevens Capital Management sold 1,775 Raymond James Financial shares in Q1 2025, an estimated $276K.
  • Stevens Capital Management first reported a position in Raymond James Financial in Q2 2013 and held it in 16 quarters.
  • Stevens Capital Management's Raymond James Financial position peaked at $8.55M in Q1 2019.
  • 857 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2025.

Based on Stevens Capital Management's 13F filing for Q1 2025, filed 7 May 2025.