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Turtle Creek Wealth Advisors’s Raymond James Financial RJF Stock Holding History

Turtle Creek Wealth Advisors’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
-1,243
Closed -$215K – 411
2025
Q3 		$215K Buy
+1,243
New +$206K 0.02% 340
2024
Q1 		– Sell
-268
Closed -$29.9K – 685
2023
Q4 		$29.9K Buy
+268
New +$27.6K 0.01% 345

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Turtle Creek Wealth Advisors's RJF Position: Q4 2025 in Review

Turtle Creek Wealth Advisors sold out of Raymond James Financial (RJF) in Q4 2025, closing a stake of 1,243 shares — an estimated $215K sold.

Turtle Creek Wealth Advisors first reported a position in RJF in Q4 2023 and held it in 2 quarters. The position peaked at $215K in Q3 2025. 934 funds tracked by Wall St. Rank hold RJF as of Q4 2025.

  • Turtle Creek Wealth Advisors reported no remaining Raymond James Financial position as of Q4 2025 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 1,243 Raymond James Financial shares in Q4 2025, an estimated $215K.
  • Turtle Creek Wealth Advisors first reported a position in Raymond James Financial in Q4 2023 and held it in 2 quarters.
  • Turtle Creek Wealth Advisors's Raymond James Financial position peaked at $215K in Q3 2025.
  • 934 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2025.

Based on Turtle Creek Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.