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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
Q2 		$321K Buy
2,113
+64
+3% +$9.71K ﹤0.01% 654
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Mather Group's RJF Position: Q2 2026 in Review

Mather Group increased its Raymond James Financial (RJF) stake by 3.1% in Q2 2026, buying an estimated $9.71K and bringing the position to 2,113 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Mather Group first reported a position in RJF in Q4 2022 and has held it in 11 quarters since. The position peaked at $335K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Mather Group held 2,113 shares of Raymond James Financial worth $321K as of Q2 2026.
  • Mather Group bought 64 Raymond James Financial shares in Q2 2026, an estimated $9.71K.
  • Raymond James Financial made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #654 holding.
  • Mather Group first reported a position in Raymond James Financial in Q4 2022 and has held it in 11 quarters since.
  • Mather Group's Raymond James Financial position peaked at $335K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.