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Morningstar Investment Management’s Raymond James Financial RJF Stock Holding History

Morningstar Investment 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
2026
Q2 		$7.25M Hold
50,079
– – 0.45% 44
2026
Q1 		$7.25M Buy
50,079
+24,085
+93% +$3.82M 0.45% 44
2025
Q4 		$4.17M Hold
25,994
– – 0.25% 92
2025
Q3 		$4.49M Buy
25,994
+24,082
+1,260% +$3.99M 0.17% 150
2025
Q2 		$293K Buy
+1,912
New +$274K 0.03% 167
2025
Q1 		– Sell
-1,859
Closed -$289K – 190
2024
Q4 		$289K Hold
1,859
– – 0.02% 166
2024
Q3 		$242K Buy
+1,859
New +$217K 0.02% 186

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

Morningstar Investment Management's RJF Position: Q2 2026 in Review

Morningstar Investment Management held its Raymond James Financial (RJF) position steady in Q2 2026 at 50,079 shares worth $7.25M. The position accounts for 0.45% of the portfolio, ranked #44.

Morningstar Investment Management first reported a position in RJF in Q3 2024 and has held it in 7 quarters since. 345 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Morningstar Investment Management held 50,079 shares of Raymond James Financial worth $7.25M as of Q2 2026.
  • Morningstar Investment Management left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up 0.45% of Morningstar Investment Management's portfolio in Q2 2026, its #44 holding.
  • Morningstar Investment Management first reported a position in Raymond James Financial in Q3 2024 and has held it in 7 quarters since.
  • 345 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.