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Whalen Wealth Management’s Raymond James Financial RJF Stock Holding History

Whalen Wealth 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
-4,124
Closed -$632K – 255
2025
Q2 		$632K Buy
+4,124
New +$591K 0.4% 74
2024
Q1 		– Sell
-3,569
Closed -$398K – 153
2023
Q4 		$398K Buy
+3,569
New +$367K 0.36% 79

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

Whalen Wealth Management's RJF Position: Q3 2025 in Review

Whalen Wealth Management sold out of Raymond James Financial (RJF) in Q3 2025, closing a stake of 4,124 shares — an estimated $632K sold.

Whalen Wealth Management first reported a position in RJF in Q4 2023 and held it in 2 quarters. The position peaked at $632K in Q2 2025. 890 funds tracked by Wall St. Rank hold RJF as of Q3 2025.

  • Whalen Wealth Management reported no remaining Raymond James Financial position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 4,124 Raymond James Financial shares in Q3 2025, an estimated $632K.
  • Whalen Wealth Management first reported a position in Raymond James Financial in Q4 2023 and held it in 2 quarters.
  • Whalen Wealth Management's Raymond James Financial position peaked at $632K in Q2 2025.
  • 890 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.