VIA
RJF icon

Virtus Investment Advisers’s Raymond James Financial RJF Stock Holding History

Virtus Investment Advisers’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 		$1.63M Sell
11,228
-716
-6% -$114K 0.45% 96
2025
Q4 		$1.92M Buy
11,944
+1,004
+9% +$162K 0.52% 65
2025
Q3 		$1.89M Buy
10,940
+852
+8% +$141K 0.54% 62
2025
Q2 		$1.55M Buy
10,088
+1,803
+22% +$258K 0.52% 61
2025
Q1 		$1.15M Buy
+8,285
New +$1.29M 0.31% 127
2022
Q4 		– Sell
-556
Closed -$55K – 363
2022
Q3 		$55K Buy
+556
New +$56.3K 0.03% 337
2018
Q1 		– Sell
-10,214
Closed -$608K – 354
2017
Q4 		$608K Sell
10,214
-652
-6% -$37.6K 0.07% 272
2017
Q3 		$611K Sell
10,866
-915
-8% -$49.3K 0.06% 284
2017
Q2 		$630K Buy
+11,781
New +$593K 0.06% 291

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