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

Moseley 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
Q1 		$206K Hold
1,425
– – 0.07% 159
2025
Q4 		$229K Hold
1,425
– – 0.07% 150
2025
Q3 		$246K Hold
1,425
– – 0.07% 150
2025
Q2 		$219K Buy
+1,425
New +$204K 0.08% 152
2025
Q1 		– Sell
-1,425
Closed -$221K – 156
2024
Q4 		$221K Buy
+1,425
New +$215K 0.09% 139
2024
Q3 		– Sell
-1,645
Closed -$203K – 157
2024
Q2 		$203K Hold
1,645
– – 0.09% 142
2024
Q1 		$211K Sell
1,645
-887
-35% -$103K 0.1% 140
2023
Q4 		$282K Sell
2,532
-93
-4% -$9.57K 0.16% 117
2023
Q3 		$264K Sell
2,625
-116
-4% -$12.3K 0.16% 121
2023
Q2 		$284K Hold
2,741
– – 0.17% 113
2023
Q1 		$256K Sell
2,741
-30
-1% -$3.18K 0.17% 120
2022
Q4 		$296K Sell
2,771
-200
-7% -$22.4K 0.21% 107
2022
Q3 		$294K Hold
2,971
– – 0.22% 106
2022
Q2 		$266K Hold
2,971
– – 0.19% 122
2022
Q1 		$327K Hold
2,971
– – 0.18% 126
2021
Q4 		$298K Hold
2,971
– – 0.14% 146
2021
Q3 		$281K Sell
2,971
-605
-17% -$54.2K 0.14% 143
2021
Q2 		$310K Sell
3,576
-138
-4% -$12K 0.15% 134
2021
Q1 		$303K Hold
3,714
– – 0.17% 121
2020
Q4 		$237K Buy
+3,714
New +$213K 0.14% 137
2020
Q1 		– Sell
-3,714
Closed -$222K – 126
2019
Q4 		$222K Hold
3,714
– – 0.22% 113
2019
Q3 		$204K Hold
3,714
– – 0.21% 110
2019
Q2 		$209K Buy
+3,714
New +$212K 0.19% 121

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Moseley Investment Management's RJF Position: Q1 2026 in Review

Moseley Investment Management held its Raymond James Financial (RJF) position steady in Q1 2026 at 1,425 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #159.

Moseley Investment Management first reported a position in RJF in Q2 2019 and has held it in 23 quarters since. The position peaked at $327K in Q1 2022. 923 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Moseley Investment Management held 1,425 shares of Raymond James Financial worth $206K as of Q1 2026.
  • Moseley Investment Management left its Raymond James Financial share count unchanged in Q1 2026.
  • Raymond James Financial made up 0.07% of Moseley Investment Management's portfolio in Q1 2026, its #159 holding.
  • Moseley Investment Management first reported a position in Raymond James Financial in Q2 2019 and has held it in 23 quarters since.
  • Moseley Investment Management's Raymond James Financial position peaked at $327K in Q1 2022.
  • 923 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.