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Mattson Financial Services’s Raymond James Financial RJF Stock Holding History

Mattson Financial Services’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 		– Sell
-2,358
Closed -$341K – 247
2026
Q1 		$341K Buy
+2,358
New +$374K 0.08% 161

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State Street
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Geode Capital Management
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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
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Mattson Financial Services's RJF Position: Q2 2026 in Review

Mattson Financial Services sold out of Raymond James Financial (RJF) in Q2 2026, closing a stake of 2,358 shares — an estimated $341K sold.

Mattson Financial Services first reported a position in RJF in Q1 2026 and held it in 1 quarter. The position peaked at $341K in Q1 2026. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Mattson Financial Services reported no remaining Raymond James Financial position as of Q2 2026 after selling out during the quarter.
  • Mattson Financial Services sold 2,358 Raymond James Financial shares in Q2 2026, an estimated $341K.
  • Mattson Financial Services first reported a position in Raymond James Financial in Q1 2026 and held it in 1 quarter.
  • Mattson Financial Services's Raymond James Financial position peaked at $341K in Q1 2026.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.