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Tortoise Investment Management’s Raymond James Financial RJF Stock Holding History

Tortoise Investment Management’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
-11
Closed -$1.9K – 1180
2025
Q3 		$1.9K Buy
11
+3
+38% +$497 ﹤0.01% 889
2025
Q2 		$1.23K Buy
+8
New +$1.15K ﹤0.01% 917

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
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 $3.37T AUM 44.26% 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

Tortoise Investment Management's RJF Position: Q4 2025 in Review

Tortoise Investment Management sold out of Raymond James Financial (RJF) in Q4 2025, closing a stake of 11 shares — an estimated $1.9K sold.

Tortoise Investment Management first reported a position in RJF in Q2 2025 and held it in 2 quarters. The position peaked at $1.9K in Q3 2025. 935 funds tracked by Wall St. Rank hold RJF as of Q4 2025.

  • Tortoise Investment Management reported no remaining Raymond James Financial position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 11 Raymond James Financial shares in Q4 2025, an estimated $1.9K.
  • Tortoise Investment Management first reported a position in Raymond James Financial in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Raymond James Financial position peaked at $1.9K in Q3 2025.
  • 935 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.