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Meridian Wealth Advisors’s Raymond James Financial RJF Stock Holding History

Meridian Wealth 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
Q2 		$1.43M Sell
9,383
-196
-2% -$29.8K 0.16% 84
2026
Q1 		$1.39M Buy
9,579
+10
+0.1% +$1.59K 0.18% 78
2025
Q4 		$1.54M Sell
9,569
-647
-6% -$104K 0.21% 70
2025
Q3 		$1.76M Buy
10,216
+62
+0.6% +$10.3K 0.25% 62
2025
Q2 		$1.56M Hold
10,154
– – 0.25% 64
2025
Q1 		$1.41M Sell
10,154
-265
-3% -$41.1K 0.24% 65
2024
Q4 		$1.62M Sell
10,419
-1,675
-14% -$253K 0.27% 61
2024
Q3 		$1.48M Sell
12,094
-575
-5% -$67.2K 0.25% 65
2024
Q2 		$1.57M Hold
12,669
– – 0.28% 59
2024
Q1 		$1.63M Buy
12,669
+549
+5% +$64K 0.31% 60
2023
Q4 		$1.35M Hold
12,120
– – 0.3% 65
2023
Q3 		$1.22M Hold
12,120
– – 0.3% 65
2023
Q2 		$1.26M Sell
12,120
-2,250
-16% -$209K 0.3% 68
2023
Q1 		$1.34M Buy
14,370
+275
+2% +$29.1K 0.34% 64
2022
Q4 		$1.51M Sell
14,095
-555
-4% -$62.3K 0.39% 61
2022
Q3 		$1.45M Sell
14,650
-1,066
-7% -$108K 0.41% 56
2022
Q2 		$1.41M Buy
15,716
+200
+1% +$19.6K 0.37% 63
2022
Q1 		$1.71M Sell
15,516
-800
-5% -$84.8K 0.4% 60
2021
Q4 		$1.64M Buy
16,316
+200
+1% +$19.8K 0.4% 63
2021
Q3 		$1.49M Buy
16,116
+600
+4% +$53.7K 0.41% 63
2021
Q2 		$1.34M Hold
15,516
– – 0.38% 64
2021
Q1 		$1.27M Hold
15,516
– – 0.42% 60
2020
Q4 		$990K Hold
15,516
– – 0.36% 60
2020
Q3 		$753K Hold
15,516
– – 0.32% 65
2020
Q2 		$712K Sell
15,516
-450
-3% -$20.3K 0.33% 69
2020
Q1 		$673K Sell
15,966
-915
-5% -$51.6K 0.37% 55
2019
Q4 		$1.01M Sell
16,881
-413
-2% -$23.8K 0.4% 48
2019
Q3 		$950K Sell
17,294
-1,260
-7% -$68.5K 0.41% 51
2019
Q2 		$1.05M Hold
18,554
– – 0.73% 29
2019
Q1 		$995K Sell
18,554
-2,625
-12% -$141K 0.73% 29
2018
Q4 		$1.05M Buy
+21,179
New +$1.13M 0.81% 23

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

Meridian Wealth Advisors's RJF Position: Q2 2026 in Review

Meridian Wealth Advisors reduced its Raymond James Financial (RJF) stake by 2% in Q2 2026, selling an estimated $29.8K and leaving 9,383 shares worth $1.43M. The position accounts for 0.16% of the portfolio, ranked #84.

Meridian Wealth Advisors first reported a position in RJF in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.76M in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Meridian Wealth Advisors held 9,383 shares of Raymond James Financial worth $1.43M as of Q2 2026.
  • Meridian Wealth Advisors sold 196 Raymond James Financial shares in Q2 2026, an estimated $29.8K.
  • Raymond James Financial made up 0.16% of Meridian Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Meridian Wealth Advisors first reported a position in Raymond James Financial in Q4 2018 and has held it in 31 quarters since.
  • Meridian Wealth Advisors's Raymond James Financial position peaked at $1.76M in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.