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Strategic Wealth Partners’s Raymond James Financial RJF Stock Holding History

Strategic Wealth Partners’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 		– Sell
-53
Closed -$9.15K – 1544
2025
Q3 		$9.15K Buy
+53
New +$8.78K ﹤0.01% 913

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JP Morgan Chase
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Geode Capital Management
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T. Rowe Price Investment Management
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Strategic Wealth Partners's RJF Position: Q4 2025 in Review

Strategic Wealth Partners sold out of Raymond James Financial (RJF) in Q4 2025, closing a stake of 53 shares — an estimated $9.15K sold.

Strategic Wealth Partners first reported a position in RJF in Q3 2025 and held it in 1 quarter. The position peaked at $9.15K in Q3 2025. 935 funds tracked by Wall St. Rank hold RJF as of Q4 2025.

  • Strategic Wealth Partners reported no remaining Raymond James Financial position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 53 Raymond James Financial shares in Q4 2025, an estimated $9.15K.
  • Strategic Wealth Partners first reported a position in Raymond James Financial in Q3 2025 and held it in 1 quarter.
  • Strategic Wealth Partners's Raymond James Financial position peaked at $9.15K in Q3 2025.
  • 935 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.