Muirfield Wealth Advisors’s Raymond James Financial RJF Stock Holding History

Muirfield Wealth Advisors’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	$1.08M	Buy	7,437 +347	+5%	+$55K	0.79%	27
2025 Q4	$1.14M	Buy	7,090 +323	+5%	+$52.2K	0.84%	27
2025 Q3	$1.17M	Buy	6,767 +22	+0.3%	+$3.65K	0.87%	27
2025 Q2	$1.03M	Buy	6,745 +24	+0.4%	+$3.44K	0.82%	28
2025 Q1	$934K	Buy	6,721 +21	+0.3%	+$3.26K	0.79%	28
2024 Q4	$1.04M	Buy	6,700 +23	+0.3%	+$3.47K	0.86%	28
2024 Q3	$818K	Buy	6,677 +25	+0.4%	+$2.92K	0.69%	37
2024 Q2	$822K	Buy	6,652 +15	+0.2%	+$1.85K	0.77%	34
2024 Q1	$852K	Buy	6,637 +17	+0.3%	+$1.98K	0.82%	33
2023 Q4	$738K	Buy	+6,620	New	+$682K	0.78%	32

Other funds holding RJF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Muirfield Wealth Advisors's RJF Position: Q1 2026 in Review

Muirfield Wealth Advisors increased its Raymond James Financial (RJF) stake by 4.9% in Q1 2026, buying an estimated $55K and bringing the position to 7,437 shares worth $1.08M. The position accounts for 0.79% of the portfolio, ranked #27.

Muirfield Wealth Advisors first reported a position in RJF in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.17M in Q3 2025. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

Muirfield Wealth Advisors held 7,437 shares of Raymond James Financial worth $1.08M as of Q1 2026.
Muirfield Wealth Advisors bought 347 Raymond James Financial shares in Q1 2026, an estimated $55K.
Raymond James Financial made up 0.79% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #27 holding.
Muirfield Wealth Advisors first reported a position in Raymond James Financial in Q4 2023 and has held it in 10 quarters since.
Muirfield Wealth Advisors's Raymond James Financial position peaked at $1.17M in Q3 2025.
917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.