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Steward Financial Group’s Raymond James Financial RJF Stock Holding History

Steward Financial Group’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
2023
Q3 		$8K Buy
+80
New +$8.46K ﹤0.01% 462
2022
Q3 		– Sell
-16
Closed -$1K – 1049
2022
Q2 		$1K Buy
+16
New +$1.57K ﹤0.01% 841

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Financial Group's RJF Position: Q3 2023 in Review

Steward Financial Group opened a new position in Raymond James Financial (RJF) in Q3 2023: 80 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in RJF as recently as Q2 2022.

Steward Financial Group first reported a position in RJF in Q2 2022 and has held it in 2 quarters since. 654 funds tracked by Wall St. Rank hold RJF as of Q3 2023.

  • Steward Financial Group held 80 shares of Raymond James Financial worth $8K as of Q3 2023.
  • Raymond James Financial was a new Steward Financial Group position in Q3 2023.
  • Raymond James Financial made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #462 holding.
  • Steward Financial Group first reported a position in Raymond James Financial in Q2 2022 and has held it in 2 quarters since.
  • 654 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.