MOTCO’s Raymond James Financial RJF Stock Holding History

MOTCO’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	$456	Buy	+3	New	+$455	﹤0.01%	694
2019 Q3	–	Sell	-549	Closed	-$31K	–	700
2019 Q2	$31K	Buy	+549	New	+$31.3K	﹤0.01%	427
2018 Q4	–	Sell	-144	Closed	-$9K	–	592
2018 Q3	$9K	Hold	144	–	–	﹤0.01%	487
2018 Q2	$9K	Hold	144	–	–	﹤0.01%	453
2018 Q1	$9K	Hold	144	–	–	﹤0.01%	469
2017 Q4	$9K	Hold	144	–	–	﹤0.01%	476
2017 Q3	$8K	Hold	144	–	–	﹤0.01%	490
2017 Q2	$8K	Hold	144	–	–	﹤0.01%	504
2017 Q1	$7K	Buy	+144	New	+$7.33K	﹤0.01%	522

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

MOTCO's RJF Position: Q2 2026 in Review

MOTCO opened a new position in Raymond James Financial (RJF) in Q2 2026: 3 shares worth $456. The stake represents ﹤0.01% of the portfolio and ranks #694 among its holdings. This is a return to the name: MOTCO previously reported a position in RJF as recently as Q2 2019.

MOTCO first reported a position in RJF in Q1 2017 and has held it in 9 quarters since. The position peaked at $31K in Q2 2019. 901 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

MOTCO held 3 shares of Raymond James Financial worth $456 as of Q2 2026.
Raymond James Financial was a new MOTCO position in Q2 2026.
Raymond James Financial made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #694 holding.
MOTCO first reported a position in Raymond James Financial in Q1 2017 and has held it in 9 quarters since.
MOTCO's Raymond James Financial position peaked at $31K in Q2 2019.
901 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.