West Paces Advisors’s Raymond James Financial RJF Stock Holding History

West Paces 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 Q2	–	Sell	-6	Closed	-$833	–	486
2025 Q1	$833	Hold	6	–	–	﹤0.01%	504
2024 Q4	$932	Hold	6	–	–	﹤0.01%	490
2024 Q3	$735	Hold	6	–	–	﹤0.01%	497
2024 Q2	$742	Hold	6	–	–	﹤0.01%	514
2024 Q1	$771	Sell	6 -3	-33%	-$350	﹤0.01%	527
2023 Q4	$1K	Buy	9 +3	+50%	+$309	﹤0.01%	506
2023 Q3	$603	Hold	6	–	–	﹤0.01%	491
2023 Q2	$623	Hold	6	–	–	﹤0.01%	518
2023 Q1	$560	Hold	6	–	–	﹤0.01%	533
2022 Q4	$641	Hold	6	–	–	﹤0.01%	495
2022 Q3	$593	Hold	6	–	–	﹤0.01%	492
2022 Q2	$536	Buy	6 +1	+20%	+$98	﹤0.01%	553
2022 Q1	$550	Buy	+5	New	+$530	﹤0.01%	547

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

West Paces Advisors's RJF Position: Q2 2025 in Review

West Paces Advisors sold out of Raymond James Financial (RJF) in Q2 2025, closing a stake of 6 shares — an estimated $833 sold.

West Paces Advisors first reported a position in RJF in Q1 2022 and held it in 13 quarters. The position peaked at $1K in Q4 2023. 853 funds tracked by Wall St. Rank hold RJF as of Q2 2025.

West Paces Advisors reported no remaining Raymond James Financial position as of Q2 2025 after selling out during the quarter.
West Paces Advisors sold 6 Raymond James Financial shares in Q2 2025, an estimated $833.
West Paces Advisors first reported a position in Raymond James Financial in Q1 2022 and held it in 13 quarters.
West Paces Advisors's Raymond James Financial position peaked at $1K in Q4 2023.
853 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2025.

Based on West Paces Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.