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Stonebridge Financial Group (Pennsylvania)’s Raymond James Financial RJF Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-9
Closed -$1.25K – 786
2025
Q1 		$1.25K Buy
+9
New +$1.4K ﹤0.01% 808

Other funds holding RJF

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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 $3.38T AUM 44.17% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s RJF Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Raymond James Financial (RJF) in Q2 2025, closing a stake of 9 shares — an estimated $1.25K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in RJF in Q1 2025 and held it in 1 quarter. The position peaked at $1.25K in Q1 2025. 854 funds tracked by Wall St. Rank hold RJF as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Raymond James Financial position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 9 Raymond James Financial shares in Q2 2025, an estimated $1.25K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Raymond James Financial in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s Raymond James Financial position peaked at $1.25K in Q1 2025.
  • 854 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.