Trust Company of Vermont’s Raymond James Financial RJF Stock Holding History

Trust Company of Vermont’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	$7.55K	Buy	47 +13	+38%	+$2.1K	﹤0.01%	889
2025 Q3	$5.87K	Hold	34	–	–	﹤0.01%	904
2025 Q2	$5.21K	Sell	34 -28	-45%	-$4.01K	﹤0.01%	915
2025 Q1	$8.61K	Buy	62 +28	+82%	+$4.35K	﹤0.01%	784
2024 Q4	$5.28K	Hold	34	–	–	﹤0.01%	852
2024 Q3	$4.16K	Buy	+34	New	+$3.97K	﹤0.01%	864
2018 Q4	–	Sell	-180	Closed	-$11K	–	1026
2018 Q3	$11K	Buy	+180	New	+$11.1K	﹤0.01%	796

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Trust Company of Vermont's RJF Position: Q4 2025 in Review

Trust Company of Vermont increased its Raymond James Financial (RJF) stake by 38% in Q4 2025, buying an estimated $2.1K and bringing the position to 47 shares worth $7.55K. The position accounts for ﹤0.01% of the portfolio, ranked #889.

Trust Company of Vermont first reported a position in RJF in Q3 2018 and has held it in 7 quarters since. The position peaked at $11K in Q3 2018. 934 funds tracked by Wall St. Rank hold RJF as of Q4 2025.

Trust Company of Vermont held 47 shares of Raymond James Financial worth $7.55K as of Q4 2025.
Trust Company of Vermont bought 13 Raymond James Financial shares in Q4 2025, an estimated $2.1K.
Raymond James Financial made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #889 holding.
Trust Company of Vermont first reported a position in Raymond James Financial in Q3 2018 and has held it in 7 quarters since.
Trust Company of Vermont's Raymond James Financial position peaked at $11K in Q3 2018.
934 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.