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West Branch Capital’s Raymond James Financial RJF Stock Holding History

West Branch Capital’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
-151
Closed -$26.1K – 456
2025
Q3 		$26.1K Buy
+151
New +$25K 0.01% 189
2025
Q2 		– Sell
-1
Closed -$139 – 521
2025
Q1 		$139 Hold
1
– – ﹤0.01% 495
2024
Q4 		$156 Hold
1
– – ﹤0.01% 492
2024
Q3 		$123 Buy
+1
New +$117 ﹤0.01% 516

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

West Branch Capital's RJF Position: Q4 2025 in Review

West Branch Capital sold out of Raymond James Financial (RJF) in Q4 2025, closing a stake of 151 shares — an estimated $26.1K sold.

West Branch Capital first reported a position in RJF in Q3 2024 and held it in 4 quarters. The position peaked at $26.1K in Q3 2025. 933 funds tracked by Wall St. Rank hold RJF as of Q4 2025.

  • West Branch Capital reported no remaining Raymond James Financial position as of Q4 2025 after selling out during the quarter.
  • West Branch Capital sold 151 Raymond James Financial shares in Q4 2025, an estimated $26.1K.
  • West Branch Capital first reported a position in Raymond James Financial in Q3 2024 and held it in 4 quarters.
  • West Branch Capital's Raymond James Financial position peaked at $26.1K in Q3 2025.
  • 933 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.