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MV Capital Management’s Raymond James Financial RJF Stock Holding History

MV Capital 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 		$16.6K Hold
109
– – ﹤0.01% 480
2026
Q1 		$15.8K Buy
109
+1
+0.9% +$159 ﹤0.01% 472
2025
Q4 		$17.3K Hold
108
– – ﹤0.01% 461
2025
Q3 		$18.6K Hold
108
– – ﹤0.01% 447
2025
Q2 		$16.6K Sell
108
-3
-3% -$430 ﹤0.01% 462
2025
Q1 		$15.4K Hold
111
– – ﹤0.01% 463
2024
Q4 		$17.2K Sell
111
-3
-3% -$453 ﹤0.01% 447
2024
Q3 		$14K Hold
114
– – ﹤0.01% 487
2024
Q2 		$14.1K Buy
114
+2
+2% +$247 ﹤0.01% 477
2024
Q1 		$14.4K Buy
112
+2
+2% +$233 ﹤0.01% 473
2023
Q4 		$12.3K Buy
110
+20
+22% +$2.06K ﹤0.01% 498
2023
Q3 		$9.04K Buy
90
+2
+2% +$212 ﹤0.01% 521
2023
Q2 		$9.13K Sell
88
-59
-40% -$5.48K ﹤0.01% 528
2023
Q1 		$13.7K Buy
147
+8
+6% +$847 ﹤0.01% 462
2022
Q4 		$14.9K Sell
139
-4
-3% -$449 ﹤0.01% 400
2022
Q3 		$14K Buy
143
+17
+13% +$1.72K ﹤0.01% 401
2022
Q2 		$11K Buy
126
+54
+75% +$5.29K ﹤0.01% 421
2022
Q1 		$8K Buy
72
+21
+41% +$2.23K ﹤0.01% 523
2021
Q4 		$5K Buy
51
+5
+11% +$494 ﹤0.01% 599
2021
Q3 		$4K Buy
46
+5
+12% +$448 ﹤0.01% 624
2021
Q2 		$4K Buy
+41
New +$3.57K ﹤0.01% 541

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

MV Capital Management's RJF Position: Q2 2026 in Review

MV Capital Management held its Raymond James Financial (RJF) position steady in Q2 2026 at 109 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

MV Capital Management first reported a position in RJF in Q2 2021 and has held it in 21 quarters since. The position peaked at $18.6K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • MV Capital Management held 109 shares of Raymond James Financial worth $16.6K as of Q2 2026.
  • MV Capital Management left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #480 holding.
  • MV Capital Management first reported a position in Raymond James Financial in Q2 2021 and has held it in 21 quarters since.
  • MV Capital Management's Raymond James Financial position peaked at $18.6K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.