MG
RJF icon

Mather Group’s Raymond James Financial RJF Stock Holding History

Mather Group’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
Q1 		$297K Sell
2,049
-7
-0.3% -$1.11K ﹤0.01% 622
2025
Q4 		$330K Buy
2,056
+116
+6% +$18.7K ﹤0.01% 501
2025
Q3 		$335K Buy
1,940
+22
+1% +$3.65K ﹤0.01% 488
2025
Q2 		$294K Buy
1,918
+38
+2% +$5.44K ﹤0.01% 502
2025
Q1 		$261K Buy
1,880
+207
+12% +$32.1K ﹤0.01% 518
2024
Q4 		$260K Buy
1,673
+150
+10% +$22.7K ﹤0.01% 495
2024
Q3 		$187K Sell
1,523
-62
-4% -$7.24K ﹤0.01% 598
2024
Q2 		$204K Buy
1,585
+39
+3% +$4.81K ﹤0.01% 608
2024
Q1 		$172K Buy
+1,546
New +$180K ﹤0.01% 563
2023
Q1 		– Sell
-1,903
Closed -$203K – 519
2022
Q4 		$203K Buy
+1,903
New +$214K ﹤0.01% 464

Other funds holding RJF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return