Morton Brown Family Wealth’s Raymond James Financial RJF Stock Holding History

Morton Brown Family Wealth’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	$2.43K	Buy	16 +3	+23%	+$455	﹤0.01%	255
2026 Q1	$1.88K	Hold	13	–	–	﹤0.01%	255
2025 Q4	$2.09K	Hold	13	–	–	﹤0.01%	254
2025 Q3	$2.24K	Buy	+13	New	+$2.15K	﹤0.01%	242
2023 Q2	–	Sell	-18	Closed	-$1.68K	–	265
2023 Q1	$1.68K	Buy	+18	New	+$1.91K	﹤0.01%	213

Other funds holding RJF

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Morton Brown Family Wealth's RJF Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Raymond James Financial (RJF) stake by 23% in Q2 2026, buying an estimated $455 and bringing the position to 16 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Morton Brown Family Wealth first reported a position in RJF in Q1 2023 and has held it in 5 quarters since. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Morton Brown Family Wealth held 16 shares of Raymond James Financial worth $2.43K as of Q2 2026.
Morton Brown Family Wealth bought 3 Raymond James Financial shares in Q2 2026, an estimated $455.
Raymond James Financial made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #255 holding.
Morton Brown Family Wealth first reported a position in Raymond James Financial in Q1 2023 and has held it in 5 quarters since.
896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.