Raymond James Financial
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Raymond James Financial’s Malibu Boats MBUU Stock Holding History

Raymond James Financial’s Portfolio MBUU Stock Details MBUU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-123,658
Closed -$3.39M – 5571
2026
Q2 		$3.39M Sell
123,658
-2,409
-2% -$64.1K ﹤0.01% 3063
2026
Q1 		$3.27M Buy
126,067
+43,312
+52% +$1.29M ﹤0.01% 2946
2025
Q4 		$2.33M Sell
82,755
-5,608
-6% -$163K ﹤0.01% 3142
2025
Q3 		$2.87M Sell
88,363
-3,735
-4% -$128K ﹤0.01% 2900
2025
Q2 		$2.89M Sell
92,098
-110,528
-55% -$3.33M ﹤0.01% 2788
2025
Q1 		$6.22M Sell
202,626
-16,088
-7% -$555K ﹤0.01% 2184
2024
Q4 		$8.22M Buy
+218,714
New +$9.07M ﹤0.01% 1994

Other funds holding MBUU

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Raymond James Financial's MBUU Position: Q3 2026 in Review

Raymond James Financial sold out of Malibu Boats (MBUU) in Q3 2026, closing a stake of 123,658 shares — an estimated $3.39M sold.

Raymond James Financial first reported a position in MBUU in Q4 2024 and held it in 7 quarters. The position peaked at $8.22M in Q4 2024. 113 funds tracked by Wall St. Rank hold MBUU as of Q3 2026.

  • Raymond James Financial reported no remaining Malibu Boats position as of Q3 2026 after selling out during the quarter.
  • Raymond James Financial sold 123,658 Malibu Boats shares in Q3 2026, an estimated $3.39M.
  • Raymond James Financial first reported a position in Malibu Boats in Q4 2024 and held it in 7 quarters.
  • Raymond James Financial's Malibu Boats position peaked at $8.22M in Q4 2024.
  • 113 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.