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

MTM 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	$418K	Hold	2,752	–	–	0.12%	151
2026 Q1	$398K	Hold	2,752	–	–	0.13%	146
2025 Q4	$442K	Hold	2,752	–	–	0.14%	132
2025 Q3	$475K	Hold	2,752	–	–	0.15%	131
2025 Q2	$422K	Hold	2,752	–	–	0.14%	135
2025 Q1	$380K	Hold	2,752	–	–	0.15%	140
2024 Q4	$427K	Hold	2,752	–	–	0.16%	128
2024 Q3	$350K	Buy	2,752 +52	+2%	+$6.07K	0.14%	145
2024 Q2	$334K	Hold	2,700	–	–	0.14%	140
2024 Q1	$347K	Hold	2,700	–	–	0.14%	137
2023 Q4	$301K	Hold	2,700	–	–	0.14%	139
2023 Q3	$271K	Hold	2,700	–	–	0.14%	138
2023 Q2	$280K	Hold	2,700	–	–	0.14%	140
2023 Q1	$252K	Hold	2,700	–	–	0.13%	152
2022 Q4	$288K	Hold	2,700	–	–	0.15%	136
2022 Q3	$267K	Hold	2,700	–	–	0.15%	138
2022 Q2	$241K	Hold	2,700	–	–	0.13%	152
2022 Q1	$297K	Hold	2,700	–	–	0.14%	136
2021 Q4	$271K	Hold	2,700	–	–	0.13%	146
2021 Q3	$249K	Hold	2,700	–	–	0.14%	140
2021 Q2	$234K	Hold	2,700	–	–	0.12%	147
2021 Q1	$221K	Buy	+2,700	New	+$201K	0.12%	144

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

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

MTM Investment Management held its Raymond James Financial (RJF) position steady in Q2 2026 at 2,752 shares worth $418K. The position accounts for 0.12% of the portfolio, ranked #151.

MTM Investment Management first reported a position in RJF in Q1 2021 and has held it in 22 quarters since. The position peaked at $475K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

MTM Investment Management held 2,752 shares of Raymond James Financial worth $418K as of Q2 2026.
MTM Investment Management left its Raymond James Financial share count unchanged in Q2 2026.
Raymond James Financial made up 0.12% of MTM Investment Management's portfolio in Q2 2026, its #151 holding.
MTM Investment Management first reported a position in Raymond James Financial in Q1 2021 and has held it in 22 quarters since.
MTM Investment Management's Raymond James Financial position peaked at $475K in Q3 2025.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.