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RJF icon

Sunbelt Securities’s Raymond James Financial RJF Stock Holding History

Sunbelt Securities’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
2026
Q1 		$69.3K Buy
479
+1
+0.2% +$159 ﹤0.01% 942
2025
Q4 		$76.7K Buy
478
+2
+0.4% +$323 0.01% 889
2025
Q3 		$82.2K Buy
+476
New +$78.9K 0.01% 878
2025
Q2 		– Sell
-80
Closed -$11.1K – 1876
2025
Q1 		$11.1K Buy
+80
New +$12.4K ﹤0.01% 1249
2024
Q2 		– Sell
-7
Closed -$914 – 1810
2024
Q1 		$914 Hold
7
– – ﹤0.01% 1586
2023
Q4 		$791 Hold
7
– – ﹤0.01% 1562
2023
Q3 		$709 Hold
7
– – ﹤0.01% 1632
2023
Q2 		$730 Hold
7
– – ﹤0.01% 1562
2023
Q1 		$645 Buy
+7
New +$742 ﹤0.01% 1529

Other funds holding RJF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return