Avity Investment Management Reduces Raymond James Financial Stake

Institutional investor trims position in financial services firm by 8.3% in Q3 2025

Mar. 18, 2026 at 8:35am

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Avity Investment Management Inc. has reduced its stake in Raymond James Financial, Inc. (NYSE:RJF) by 8.3% during the third quarter of 2025, according to a recent 13F filing with the Securities and Exchange Commission. The firm now owns 144,628 shares of the financial services provider's stock, down from 157,706 shares held previously.

Why it matters

Raymond James Financial is a major player in the financial services industry, providing wealth management, capital markets, investment banking, and other services. Institutional investors like Avity closely monitor and adjust their positions in companies like Raymond James, which can signal broader market trends and investor sentiment.

The details

In its 13F filing, Avity Investment Management reported selling 13,078 shares of Raymond James Financial during the third quarter. The firm now owns approximately 0.07% of Raymond James' outstanding shares, valued at around $24.96 million as of the most recent filing.

  • Avity Investment Management reduced its Raymond James Financial stake in Q3 2025.

The players

Avity Investment Management Inc.

An institutional investment management firm that owns a portfolio of stocks, including a position in Raymond James Financial.

Raymond James Financial, Inc.

A diversified financial services firm providing wealth management, capital markets, investment banking, and other services to individual and institutional clients.

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The takeaway

Avity Investment Management's reduction in its Raymond James Financial stake suggests the firm may see near-term headwinds or uncertainty for the financial services company, though Raymond James remains a significant holding in Avity's portfolio.