Deseret Mutual Benefit Administrators’s Raymond James Financial RJF Stock Holding History

Deseret Mutual Benefit Administrators’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
2026 Q2	$53.1K	Sell	349 -11	-3%	-$1.67K	0.02%	409
2026 Q1	$52.1K	Buy	360 +168	+88%	+$26.6K	0.02%	405
2025 Q4	$30.8K	Hold	192	–	–	0.01%	400
2025 Q3	$33.1K	Hold	192	–	–	0.01%	378
2025 Q2	$29.4K	Hold	192	–	–	0.01%	385
2025 Q1	$26.7K	Hold	192	–	–	0.01%	398
2024 Q4	$29.8K	Hold	192	–	–	0.01%	381
2024 Q3	$23.5K	Hold	192	–	–	0.01%	410
2024 Q2	$23.7K	Hold	192	–	–	0.01%	407
2024 Q1	$24.7K	Hold	192	–	–	0.01%	408
2023 Q4	$21.4K	Sell	192 -51	-21%	-$5.25K	0.01%	415
2023 Q3	$24.4K	Sell	243 -15	-6%	-$1.59K	0.01%	414
2023 Q2	$26.8K	Hold	258	–	–	0.01%	416
2023 Q1	$24.1K	Hold	258	–	–	0.01%	417
2022 Q4	$27.6K	Sell	258 -212	-45%	-$23.8K	0.01%	393
2022 Q3	$46K	Sell	470 -112	-19%	-$11.3K	0.01%	399
2022 Q2	$52K	Hold	582	–	–	0.01%	419
2022 Q1	$64K	Sell	582 -130	-18%	-$13.8K	0.01%	423
2021 Q4	$71K	Hold	712	–	–	0.01%	435
2021 Q3	$66K	Sell	712 -265	-27%	-$23.7K	0.01%	428
2021 Q2	$85K	Buy	+977	New	+$85.1K	0.02%	411

Other funds holding RJF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Deseret Mutual Benefit Administrators's RJF Position: Q2 2026 in Review

Deseret Mutual Benefit Administrators reduced its Raymond James Financial (RJF) stake by 3.1% in Q2 2026, selling an estimated $1.67K and leaving 349 shares worth $53.1K. The position accounts for 0.02% of the portfolio, ranked #409.

Deseret Mutual Benefit Administrators first reported a position in RJF in Q2 2021 and has held it in 21 quarters since. The position peaked at $85K in Q2 2021. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Deseret Mutual Benefit Administrators held 349 shares of Raymond James Financial worth $53.1K as of Q2 2026.
Deseret Mutual Benefit Administrators sold 11 Raymond James Financial shares in Q2 2026, an estimated $1.67K.
Raymond James Financial made up 0.02% of Deseret Mutual Benefit Administrators's portfolio in Q2 2026, its #409 holding.
Deseret Mutual Benefit Administrators first reported a position in Raymond James Financial in Q2 2021 and has held it in 21 quarters since.
Deseret Mutual Benefit Administrators's Raymond James Financial position peaked at $85K in Q2 2021.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q2 2026, filed 14 Aug 2026.