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Summit Wealth Group (Colorado)’s Raymond James Financial RJF Stock Holding History

Summit Wealth Group (Colorado)’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
-3,527
Closed -$354K – 556
2025
Q3 		$354K Buy
+3,527
New +$584K 0.04% 323

Other funds holding RJF

Vanguard Group
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BlackRock
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Summit Wealth Group (Colorado)'s RJF Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Raymond James Financial (RJF) in Q4 2025, closing a stake of 3,527 shares — an estimated $354K sold.

Summit Wealth Group (Colorado) first reported a position in RJF in Q3 2025 and held it in 1 quarter. The position peaked at $354K in Q3 2025. 936 funds tracked by Wall St. Rank hold RJF as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Raymond James Financial position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 3,527 Raymond James Financial shares in Q4 2025, an estimated $354K.
  • Summit Wealth Group (Colorado) first reported a position in Raymond James Financial in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Raymond James Financial position peaked at $354K in Q3 2025.
  • 936 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.