MGB Wealth Management’s Raymond James Financial RJF Stock Holding History

MGB Wealth Management’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
2025 Q4	$707K	Sell	4,401 -951	-18%	-$154K	0.2%	100
2025 Q3	$924K	Sell	5,352 -351	-6%	-$58.2K	0.26%	80
2025 Q2	$875K	Hold	5,703	–	–	0.29%	84
2025 Q1	$792K	Hold	5,703	–	–	0.29%	90
2024 Q4	$886K	Sell	5,703 -100	-2%	-$15.1K	0.27%	76
2024 Q3	$711K	Hold	5,803	–	–	0.26%	88
2024 Q2	$703K	Hold	5,803	–	–	0.26%	86
2024 Q1	$745K	Hold	5,803	–	–	0.3%	82
2023 Q4	$647K	Buy	+5,803	New	+$597K	0.33%	83

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

MGB Wealth Management's RJF Position: Q4 2025 in Review

MGB Wealth Management reduced its Raymond James Financial (RJF) stake by 18% in Q4 2025, selling an estimated $154K and leaving 4,401 shares worth $707K. The position accounts for 0.2% of the portfolio, ranked #100.

MGB Wealth Management first reported a position in RJF in Q4 2023 and has held it in 9 quarters since. The position peaked at $924K in Q3 2025. 935 funds tracked by Wall St. Rank hold RJF as of Q4 2025.

MGB Wealth Management held 4,401 shares of Raymond James Financial worth $707K as of Q4 2025.
MGB Wealth Management sold 951 Raymond James Financial shares in Q4 2025, an estimated $154K.
Raymond James Financial made up 0.2% of MGB Wealth Management's portfolio in Q4 2025, its #100 holding.
MGB Wealth Management first reported a position in Raymond James Financial in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's Raymond James Financial position peaked at $924K in Q3 2025.
935 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.