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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
Q2 		$1.13M Buy
7,464
+27
+0.4% +$4.1K 0.74% 31
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Muirfield Wealth Advisors's RJF Position: Q2 2026 in Review

Muirfield Wealth Advisors increased its Raymond James Financial (RJF) stake by 0.36% in Q2 2026, buying an estimated $4.1K and bringing the position to 7,464 shares worth $1.13M. The position accounts for 0.74% of the portfolio, ranked #31.

Muirfield Wealth Advisors first reported a position in RJF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q3 2025. 901 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Muirfield Wealth Advisors held 7,464 shares of Raymond James Financial worth $1.13M as of Q2 2026.
  • Muirfield Wealth Advisors bought 27 Raymond James Financial shares in Q2 2026, an estimated $4.1K.
  • Raymond James Financial made up 0.74% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Muirfield Wealth Advisors first reported a position in Raymond James Financial in Q4 2023 and has held it in 11 quarters since.
  • Muirfield Wealth Advisors's Raymond James Financial position peaked at $1.17M in Q3 2025.
  • 901 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.