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Moody National Bank Trust Division’s Raymond James Financial RJF Stock Holding History

Moody National Bank Trust Division’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 		$826K Sell
5,434
-17
-0.3% -$2.58K 0.07% 268
2026
Q1 		$789K Buy
5,451
+662
+14% +$105K 0.08% 262
2025
Q4 		$769K Sell
4,789
-2,652
-36% -$428K 0.07% 255
2025
Q3 		$1.28M Sell
7,441
-48
-0.6% -$7.95K 0.11% 198
2025
Q2 		$1.15M Sell
7,489
-376
-5% -$53.8K 0.11% 217
2025
Q1 		$1.09M Buy
7,865
+17
+0.2% +$2.64K 0.11% 208
2024
Q4 		$1.22M Sell
7,848
-480
-6% -$72.5K 0.13% 183
2024
Q3 		$1.02M Sell
8,328
-1,018
-11% -$119K 0.11% 223
2024
Q2 		$1.16M Sell
9,346
-293
-3% -$36.2K 0.09% 166
2024
Q1 		$1.24M Buy
9,639
+47
+0.5% +$5.48K 0.1% 165
2023
Q4 		$1.07M Sell
9,592
-6,095
-39% -$627K 0.08% 180
2023
Q3 		$1.58M Buy
15,687
+6,538
+71% +$692K 0.1% 154
2023
Q2 		$949K Buy
9,149
+582
+7% +$54K 0.07% 218
2023
Q1 		$799K Buy
8,567
+12
+0.1% +$1.27K 0.07% 247
2022
Q4 		$914K Buy
8,555
+105
+1% +$11.8K 0.08% 204
2022
Q3 		$835K Hold
8,450
– – 0.09% 211
2022
Q2 		$755K Buy
8,450
+1,870
+28% +$183K 0.08% 209
2022
Q1 		$724K Buy
+6,580
New +$697K 0.02% 249

Other funds holding RJF

HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Moody National Bank Trust Division's RJF Position: Q2 2026 in Review

Moody National Bank Trust Division reduced its Raymond James Financial (RJF) stake by 0.31% in Q2 2026, selling an estimated $2.58K and leaving 5,434 shares worth $826K. The position accounts for 0.07% of the portfolio, ranked #268.

Moody National Bank Trust Division first reported a position in RJF in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.58M in Q3 2023. 345 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Moody National Bank Trust Division held 5,434 shares of Raymond James Financial worth $826K as of Q2 2026.
  • Moody National Bank Trust Division sold 17 Raymond James Financial shares in Q2 2026, an estimated $2.58K.
  • Raymond James Financial made up 0.07% of Moody National Bank Trust Division's portfolio in Q2 2026, its #268 holding.
  • Moody National Bank Trust Division first reported a position in Raymond James Financial in Q1 2022 and has held it in 18 quarters since.
  • Moody National Bank Trust Division's Raymond James Financial position peaked at $1.58M in Q3 2023.
  • 345 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.