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Merit Financial Group’s Raymond James Financial RJF Stock Holding History

Merit Financial Group’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 		$433K Sell
2,847
-265
-9% -$40.2K ﹤0.01% 1579
2026
Q1 		$451K Sell
3,112
-718
-19% -$114K ﹤0.01% 1427
2025
Q4 		$615K Sell
3,830
-168
-4% -$27.1K ﹤0.01% 1176
2025
Q3 		$690K Sell
3,998
-176
-4% -$29.2K 0.01% 1013
2025
Q2 		$640K Buy
+4,174
New +$598K 0.01% 983

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

Merit Financial Group's RJF Position: Q2 2026 in Review

Merit Financial Group reduced its Raymond James Financial (RJF) stake by 8.5% in Q2 2026, selling an estimated $40.2K and leaving 2,847 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

Merit Financial Group first reported a position in RJF in Q2 2025 and has held it in 5 quarters since. The position peaked at $690K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Merit Financial Group held 2,847 shares of Raymond James Financial worth $433K as of Q2 2026.
  • Merit Financial Group sold 265 Raymond James Financial shares in Q2 2026, an estimated $40.2K.
  • Raymond James Financial made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1579 holding.
  • Merit Financial Group first reported a position in Raymond James Financial in Q2 2025 and has held it in 5 quarters since.
  • Merit Financial Group's Raymond James Financial position peaked at $690K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.