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Taika Capital’s Raymond James Financial RJF Stock Holding History

Taika Capital’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
-2,320
Closed -$360K – 59
2024
Q4 		$360K Buy
+2,320
New +$350K 0.27% 72
2022
Q2 		– Sell
-75,110
Closed -$8.26M – 56
2022
Q1 		$8.26M Buy
75,110
+41,615
+124% +$4.41M 4.15% 7
2021
Q4 		$3.44M Buy
+33,495
New +$3.31M 2.72% 16

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Taika Capital's RJF Position: Q1 2025 in Review

Taika Capital sold out of Raymond James Financial (RJF) in Q1 2025, closing a stake of 2,320 shares — an estimated $360K sold.

Taika Capital first reported a position in RJF in Q4 2021 and held it in 3 quarters. The position peaked at $8.26M in Q1 2022. 855 funds tracked by Wall St. Rank hold RJF as of Q1 2025.

  • Taika Capital reported no remaining Raymond James Financial position as of Q1 2025 after selling out during the quarter.
  • Taika Capital sold 2,320 Raymond James Financial shares in Q1 2025, an estimated $360K.
  • Taika Capital first reported a position in Raymond James Financial in Q4 2021 and held it in 3 quarters.
  • Taika Capital's Raymond James Financial position peaked at $8.26M in Q1 2022.
  • 855 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2025.

Based on Taika Capital's 13F filing for Q1 2025.