MAS
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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
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 $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