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Mirabella Financial Services’s Raymond James Financial RJF Stock Holding History

Mirabella Financial 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
Q2 		– Sell
-2,337
Closed -$338K – 1085
2026
Q1 		$338K Buy
+2,337
New +$371K 0.03% 446
2024
Q1 		– Sell
-7,440
Closed -$830K – 682
2023
Q4 		$830K Buy
7,440
+5,231
+237% +$539K 0.11% 148
2023
Q3 		$222K Buy
+2,209
New +$234K 0.03% 333

Other funds holding RJF

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Vanguard Capital Management
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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

Mirabella Financial Services's RJF Position: Q2 2026 in Review

Mirabella Financial Services sold out of Raymond James Financial (RJF) in Q2 2026, closing a stake of 2,337 shares — an estimated $338K sold.

Mirabella Financial Services first reported a position in RJF in Q3 2023 and held it in 3 quarters. The position peaked at $830K in Q4 2023. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Mirabella Financial Services reported no remaining Raymond James Financial position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 2,337 Raymond James Financial shares in Q2 2026, an estimated $338K.
  • Mirabella Financial Services first reported a position in Raymond James Financial in Q3 2023 and held it in 3 quarters.
  • Mirabella Financial Services's Raymond James Financial position peaked at $830K in Q4 2023.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.