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Morey & Quinn Wealth Partners’s Raymond James Financial RJF Stock Holding History

Morey & Quinn Wealth Partners’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 		$371K Buy
2,440
+5
+0.2% +$759 0.24% 96
2026
Q1 		$353K Buy
2,435
+8
+0.3% +$1.27K 0.25% 91
2025
Q4 		$390K Buy
2,427
+8
+0.3% +$1.29K 0.28% 88
2025
Q3 		$418K Buy
2,419
+9
+0.4% +$1.49K 0.31% 82
2025
Q2 		$370K Sell
2,410
-1
-0% -$143 0.3% 85
2025
Q1 		$335K Buy
2,411
+19
+0.8% +$2.95K 0.28% 84
2024
Q4 		$372K Buy
+2,392
New +$361K 0.32% 78

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

Morey & Quinn Wealth Partners's RJF Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its Raymond James Financial (RJF) stake by 0.21% in Q2 2026, buying an estimated $759 and bringing the position to 2,440 shares worth $371K. The position accounts for 0.24% of the portfolio, ranked #96.

Morey & Quinn Wealth Partners first reported a position in RJF in Q4 2024 and has held it in 7 quarters since. The position peaked at $418K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Morey & Quinn Wealth Partners held 2,440 shares of Raymond James Financial worth $371K as of Q2 2026.
  • Morey & Quinn Wealth Partners bought 5 Raymond James Financial shares in Q2 2026, an estimated $759.
  • Raymond James Financial made up 0.24% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #96 holding.
  • Morey & Quinn Wealth Partners first reported a position in Raymond James Financial in Q4 2024 and has held it in 7 quarters since.
  • Morey & Quinn Wealth Partners's Raymond James Financial position peaked at $418K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.