Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Raymond James Financial RJF Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
2026
Q1 		$12.2M Sell
84,643
-23,151
-21% -$3.67M 0.02% 544
2025
Q4 		$17.3M Buy
107,794
+7,202
+7% +$1.16M 0.03% 441
2025
Q3 		$17.4M Sell
100,592
-4,991
-5% -$827K 0.03% 427
2025
Q2 		$16.2M Sell
105,583
-16,784
-14% -$2.4M 0.03% 432
2025
Q1 		$17M Buy
122,367
+10,480
+9% +$1.63M 0.03% 403
2024
Q4 		$17.4M Buy
+111,887
New +$16.9M 0.03% 393

Other funds holding RJF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return