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SVB Wealth’s Raymond James Financial RJF Stock Holding History

SVB Wealth’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
Q1 		– Sell
-1,638
Closed -$254K – 1730
2024
Q4 		$254K Buy
+1,638
New +$247K ﹤0.01% 612
2024
Q3 		– Sell
-1,875
Closed -$232K – 473
2024
Q2 		$232K Sell
1,875
-205
-10% -$25.3K 0.01% 636
2024
Q1 		$267K Buy
2,080
+54
+3% +$6.29K 0.01% 672
2023
Q4 		$226K Sell
2,026
-20
-1% -$2.06K 0.01% 729
2023
Q3 		$206K Buy
2,046
+108
+6% +$11.4K ﹤0.01% 738
2023
Q2 		$201K Sell
1,938
-209
-10% -$19.4K ﹤0.01% 822
2023
Q1 		$200K Sell
2,147
-328
-13% -$34.7K ﹤0.01% 888
2022
Q4 		$264K Sell
2,475
-496
-17% -$55.7K ﹤0.01% 793
2022
Q3 		$293K Buy
+2,971
New +$301K ﹤0.01% 700
2021
Q4 		– Sell
-2,971
Closed -$274K – 925
2021
Q3 		$274K Sell
2,971
-410
-12% -$36.7K ﹤0.01% 817
2021
Q2 		$293K Buy
3,381
+108
+3% +$9.4K ﹤0.01% 764
2021
Q1 		$267K Buy
+3,273
New +$244K ﹤0.01% 735
2015
Q2 		– Sell
-6,845
Closed -$259K – 576
2015
Q1 		$259K Hold
6,845
– – 0.01% 492
2014
Q4 		$262K Buy
+6,845
New +$251K 0.01% 484

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SVB Wealth's RJF Position: Q1 2025 in Review

SVB Wealth sold out of Raymond James Financial (RJF) in Q1 2025, closing a stake of 1,638 shares — an estimated $254K sold.

SVB Wealth first reported a position in RJF in Q4 2014 and held it in 14 quarters. The position peaked at $293K in Q3 2022. 858 funds tracked by Wall St. Rank hold RJF as of Q1 2025.

  • SVB Wealth reported no remaining Raymond James Financial position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 1,638 Raymond James Financial shares in Q1 2025, an estimated $254K.
  • SVB Wealth first reported a position in Raymond James Financial in Q4 2014 and held it in 14 quarters.
  • SVB Wealth's Raymond James Financial position peaked at $293K in Q3 2022.
  • 858 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.