ZIM
RJF icon

Zacks Investment Management’s Raymond James Financial RJF Stock Holding History

Zacks Investment 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
-18,082
Closed -$2.51M – 763
2025
Q1 		$2.51M Buy
+18,082
New +$2.81M 0.02% 297
2020
Q3 		– Sell
-69,750
Closed -$3.2M – 556
2020
Q2 		$3.2M Buy
+69,750
New +$3.14M 0.07% 167
2017
Q3 		– Sell
-5,132
Closed -$274K – 647
2017
Q2 		$274K Buy
5,132
+1,137
+28% +$57.2K 0.01% 499
2017
Q1 		$203K Buy
+3,995
New +$203K 0.01% 589
2015
Q1 		– Sell
-6,791
Closed -$259K – 693
2014
Q4 		$259K Buy
+6,791
New +$249K 0.01% 538

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