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Meeder Advisory Services’s Raymond James Financial RJF Stock Holding History

Meeder Advisory 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 		$329K Sell
2,164
-305
-12% -$46.3K 0.01% 525
2026
Q1 		$358K Buy
2,469
+72
+3% +$11.4K 0.02% 468
2025
Q4 		$385K Buy
2,397
+328
+16% +$53K 0.02% 448
2025
Q3 		$357K Sell
2,069
-74
-3% -$12.3K 0.02% 446
2025
Q2 		$329K Buy
2,143
+94
+5% +$13.5K 0.02% 471
2025
Q1 		$285K Buy
2,049
+393
+24% +$61K 0.02% 467
2024
Q4 		$257K Sell
1,656
-60
-3% -$9.06K 0.02% 481
2024
Q3 		$210K Buy
1,716
+21
+1% +$2.45K 0.01% 516
2024
Q2 		$210K Buy
+1,695
New +$209K 0.01% 485
2023
Q2 		– Sell
-2,309
Closed -$215K – 448
2023
Q1 		$215K Sell
2,309
-447
-16% -$47.4K 0.02% 404
2022
Q4 		$294K Buy
+2,756
New +$309K 0.04% 337

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

Meeder Advisory Services's RJF Position: Q2 2026 in Review

Meeder Advisory Services reduced its Raymond James Financial (RJF) stake by 12% in Q2 2026, selling an estimated $46.3K and leaving 2,164 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #525.

Meeder Advisory Services first reported a position in RJF in Q4 2022 and has held it in 11 quarters since. The position peaked at $385K in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Meeder Advisory Services held 2,164 shares of Raymond James Financial worth $329K as of Q2 2026.
  • Meeder Advisory Services sold 305 Raymond James Financial shares in Q2 2026, an estimated $46.3K.
  • Raymond James Financial made up 0.01% of Meeder Advisory Services's portfolio in Q2 2026, its #525 holding.
  • Meeder Advisory Services first reported a position in Raymond James Financial in Q4 2022 and has held it in 11 quarters since.
  • Meeder Advisory Services's Raymond James Financial position peaked at $385K in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.