Williams Jones Wealth Management’s Raymond James Financial RJF Stock Holding History

Williams Jones 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 Q2	–	Sell	-4,000	Closed	-$556K	–	523
2025 Q1	$556K	Hold	4,000	–	–	0.01%	319
2024 Q4	$621K	Sell	4,000 -1	-0%	-$151	0.01%	313
2024 Q3	$490K	Buy	4,001 +1	+0%	+$117	0.01%	364
2024 Q2	$494K	Hold	4,000	–	–	0.01%	347
2024 Q1	$514K	Hold	4,000	–	–	0.01%	349
2023 Q4	$446K	Sell	4,000 -1,000	-20%	-$103K	0.01%	360
2023 Q3	$502K	Hold	5,000	–	–	0.01%	341
2023 Q2	$519K	Sell	5,000 -436	-8%	-$40.5K	0.01%	338
2023 Q1	$507K	Hold	5,436	–	–	0.01%	368
2022 Q4	$581K	Sell	5,436 -708	-12%	-$79.5K	0.01%	338
2022 Q3	$607K	Buy	6,144 +308	+5%	+$31.2K	0.01%	335
2022 Q2	$522K	Sell	5,836 -260	-4%	-$25.5K	0.01%	354
2022 Q1	$670K	Buy	6,096 +660	+12%	+$69.9K	0.01%	315
2021 Q4	$546K	Sell	5,436 -1	-0%	-$99	0.01%	319
2021 Q3	$502K	Sell	5,437 -1	-0%	-$90	0.01%	321
2021 Q2	$471K	Hold	5,438	–	–	0.01%	332
2021 Q1	$444K	Hold	5,438	–	–	0.01%	325
2020 Q4	$347K	Hold	5,438	–	–	0.01%	347
2020 Q3	$264K	Hold	5,438	–	–	﹤0.01%	352
2020 Q2	$250K	Hold	5,438	–	–	0.01%	344
2020 Q1	$229K	Hold	5,438	–	–	0.01%	326
2019 Q4	$324K	Hold	5,438	–	–	0.01%	343
2019 Q3	$299K	Buy	+5,438	New	+$295K	0.01%	340

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

Williams Jones Wealth Management's RJF Position: Q2 2025 in Review

Williams Jones Wealth Management sold out of Raymond James Financial (RJF) in Q2 2025, closing a stake of 4,000 shares — an estimated $556K sold.

Williams Jones Wealth Management first reported a position in RJF in Q3 2019 and held it in 23 quarters. The position peaked at $670K in Q1 2022. 853 funds tracked by Wall St. Rank hold RJF as of Q2 2025.

Williams Jones Wealth Management reported no remaining Raymond James Financial position as of Q2 2025 after selling out during the quarter.
Williams Jones Wealth Management sold 4,000 Raymond James Financial shares in Q2 2025, an estimated $556K.
Williams Jones Wealth Management first reported a position in Raymond James Financial in Q3 2019 and held it in 23 quarters.
Williams Jones Wealth Management's Raymond James Financial position peaked at $670K in Q1 2022.
853 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2025.

Based on Williams Jones Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.