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MassMutual Private Wealth & Trust’s Raymond James Financial RJF Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$117K Sell
743
-22
-3% -$3.77K ﹤0.01% 538
2026
Q2 		$116K Buy
765
+71
+10% +$10.8K ﹤0.01% 555
2026
Q1 		$100K Sell
694
-53
-7% -$8.41K ﹤0.01% 571
2025
Q4 		$120K Sell
747
-24
-3% -$3.88K ﹤0.01% 555
2025
Q3 		$133K Buy
771
+7
+0.9% +$1.16K ﹤0.01% 523
2025
Q2 		$117K Sell
764
-24
-3% -$3.44K ﹤0.01% 545
2025
Q1 		$109K Buy
788
+195
+33% +$30.3K ﹤0.01% 534
2024
Q4 		$92.1K Buy
593
+8
+1% +$1.21K ﹤0.01% 592
2024
Q3 		$71.6K Sell
585
-110
-16% -$12.8K ﹤0.01% 588
2024
Q2 		$85.9K Buy
695
+173
+33% +$21.4K ﹤0.01% 553
2024
Q1 		$67K Sell
522
-36
-6% -$4.2K ﹤0.01% 552
2023
Q4 		$62.2K Buy
558
+192
+52% +$19.8K ﹤0.01% 551
2023
Q3 		$36.8K Buy
366
+103
+39% +$10.9K ﹤0.01% 666
2023
Q2 		$27.3K Buy
263
+8
+3% +$743 ﹤0.01% 691
2023
Q1 		$23.8K Buy
255
+44
+21% +$4.66K ﹤0.01% 685
2022
Q4 		$23K Sell
211
-28
-12% -$3.14K ﹤0.01% 604
2022
Q3 		$24K Sell
239
-59
-20% -$5.97K ﹤0.01% 560
2022
Q2 		$27K Buy
298
+234
+366% +$22.9K ﹤0.01% 531
2022
Q1 		$7K Buy
64
+7
+12% +$742 ﹤0.01% 844
2021
Q4 		$6K Sell
57
-1
-2% -$99 ﹤0.01% 868
2021
Q3 		$5K Sell
58
-1
-2% -$90 ﹤0.01% 895
2021
Q2 		$5K Buy
59
+47
+392% +$4.09K ﹤0.01% 855
2021
Q1 		$1K Buy
+12
New +$894 ﹤0.01% 1024
2018
Q1 		– Sell
-432
Closed -$25.7K – 1068
2017
Q4 		$25.7K Buy
+432
New +$24.9K ﹤0.01% 509
2016
Q1 		– Sell
-54
Closed -$2.09K – 897
2015
Q4 		$2.09K Sell
54
-69
-56% -$2.57K ﹤0.01% 654
2015
Q3 		$4.39K Hold
123
– – ﹤0.01% 637
2015
Q2 		$4.16K Hold
123
– – ﹤0.01% 584
2015
Q1 		$4.66K Hold
123
– – ﹤0.01% 601
2014
Q4 		$4.7K Hold
123
– – ﹤0.01% 504
2014
Q3 		$4.39K Hold
123
– – ﹤0.01% 615
2014
Q2 		$4.16K Hold
123
– – ﹤0.01% 451
2014
Q1 		$4.59K Buy
123
+54
+78% +$1.89K ﹤0.01% 424
2013
Q4 		$2.4K Buy
+69
New +$2.14K ﹤0.01% 418

Other funds holding RJF

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

MassMutual Private Wealth & Trust's RJF Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Raymond James Financial (RJF) stake by 2.9% in Q3 2026, selling an estimated $3.77K and leaving 743 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

MassMutual Private Wealth & Trust first reported a position in RJF in Q4 2013 and has held it in 33 quarters since. The position peaked at $133K in Q3 2025. 53 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

  • MassMutual Private Wealth & Trust held 743 shares of Raymond James Financial worth $117K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 22 Raymond James Financial shares in Q3 2026, an estimated $3.77K.
  • Raymond James Financial made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #538 holding.
  • MassMutual Private Wealth & Trust first reported a position in Raymond James Financial in Q4 2013 and has held it in 33 quarters since.
  • MassMutual Private Wealth & Trust's Raymond James Financial position peaked at $133K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.