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WealthTrak Capital Management’s Raymond James Financial RJF Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-25
Closed -$3.83K – 727
2025
Q2 		$3.83K Buy
25
+10
+67% +$1.43K ﹤0.01% 332
2025
Q1 		$2.08K Sell
15
-17
-53% -$2.64K ﹤0.01% 375
2024
Q4 		$4.97K Buy
+32
New +$4.83K ﹤0.01% 215

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WealthTrak Capital Management's RJF Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Raymond James Financial (RJF) in Q3 2025, closing a stake of 25 shares — an estimated $3.83K sold.

WealthTrak Capital Management first reported a position in RJF in Q4 2024 and held it in 3 quarters. The position peaked at $4.97K in Q4 2024. 890 funds tracked by Wall St. Rank hold RJF as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Raymond James Financial position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 25 Raymond James Financial shares in Q3 2025, an estimated $3.83K.
  • WealthTrak Capital Management first reported a position in Raymond James Financial in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Raymond James Financial position peaked at $4.97K in Q4 2024.
  • 890 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.