Mercer Global Advisors
RJF icon

Mercer Global Advisors’s Raymond James Financial RJF Stock Holding History

Mercer Global Advisors’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 		$106M Sell
731,819
-60,334
-8% -$9.57M 0.16% 81
2025
Q4 		$127M Sell
792,153
-104,866
-12% -$16.9M 0.19% 69
2025
Q3 		$155M Sell
897,019
-151,732
-14% -$25.1M 0.26% 55
2025
Q2 		$161M Sell
1,048,751
-705
-0.1% -$101K 0.33% 45
2025
Q1 		$146M Sell
1,049,456
-133,790
-11% -$20.8M 0.33% 42
2024
Q4 		$184M Sell
1,183,246
-134,423
-10% -$20.3M 0.45% 38
2024
Q3 		$162M Sell
1,317,669
-22,352
-2% -$2.61M 0.38% 42
2024
Q2 		$166M Sell
1,340,021
-73,062
-5% -$9.02M 0.45% 41
2024
Q1 		$181M Sell
1,413,083
-92,277
-6% -$10.8M 0.52% 38
2023
Q4 		$168M Sell
1,505,360
-63,736
-4% -$6.56M 0.5% 41
2023
Q3 		$158M Sell
1,569,096
-81,671
-5% -$8.64M 0.6% 37
2023
Q2 		$171M Sell
1,650,767
-27,860
-2% -$2.59M 0.68% 34
2023
Q1 		$157M Buy
1,678,627
+25,362
+2% +$2.69M 0.71% 33
2022
Q4 		$177M Sell
1,653,265
-17,439
-1% -$1.96M 0.88% 26
2022
Q3 		$165M Buy
1,670,704
+1,073
+0.1% +$109K 0.98% 25
2022
Q2 		$149M Sell
1,669,631
-79,053
-5% -$7.75M 0.91% 24
2022
Q1 		$192M Buy
1,748,684
+1,547,275
+768% +$164M 1.13% 21
2021
Q4 		$20.2M Sell
201,409
-5,057
-2% -$500K 0.12% 131
2021
Q3 		$19.1M Buy
206,466
+28,803
+16% +$2.58M 0.13% 129
2021
Q2 		$15.4M Buy
177,663
+2,491
+1% +$217K 0.12% 136
2021
Q1 		$14.3M Buy
175,172
+121,070
+224% +$9.02M 0.13% 124
2020
Q4 		$3.45M Buy
54,102
+2,706
+5% +$155K 0.04% 295
2020
Q3 		$2.49M Buy
51,396
+2,196
+4% +$106K 0.04% 326
2020
Q2 		$2.26M Buy
49,200
+3,583
+8% +$161K 0.04% 300
2020
Q1 		$1.92M Buy
45,617
+7,769
+21% +$438K 0.04% 328
2019
Q4 		$2.26M Buy
37,848
+3,915
+12% +$226K 0.05% 313
2019
Q3 		$1.86M Buy
33,933
+6,234
+23% +$339K 0.04% 316
2019
Q2 		$1.56M Buy
27,699
+1,842
+7% +$105K 0.04% 342
2019
Q1 		$1.39M Buy
+25,857
New +$1.38M 0.05% 321

Other funds holding RJF

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Mercer Global Advisors's RJF Position: Q1 2026 in Review

Mercer Global Advisors reduced its Raymond James Financial (RJF) stake by 7.6% in Q1 2026, selling an estimated $9.57M and leaving 731,819 shares worth $106M. The position accounts for 0.16% of the portfolio, ranked #81.

Mercer Global Advisors first reported a position in RJF in Q1 2019 and has held it in 29 quarters since. The position peaked at $192M in Q1 2022. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Mercer Global Advisors held 731,819 shares of Raymond James Financial worth $106M as of Q1 2026.
  • Mercer Global Advisors sold 60,334 Raymond James Financial shares in Q1 2026, an estimated $9.57M.
  • Raymond James Financial made up 0.16% of Mercer Global Advisors's portfolio in Q1 2026, its #81 holding.
  • Mercer Global Advisors first reported a position in Raymond James Financial in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's Raymond James Financial position peaked at $192M in Q1 2022.
  • 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.