Raymond James Financial
MBUU icon

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
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 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
LHC
Lodge Hill Capital New York $596M AUM 24.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Raymond James Financial's MBUU Position: Q2 2026 in Review

Raymond James Financial reduced its Malibu Boats (MBUU) stake by 1.9% in Q2 2026, selling an estimated $64.1K and leaving 123,658 shares worth $3.39M. The position accounts for ﹤0.01% of the portfolio, ranked #3063.

Raymond James Financial first reported a position in MBUU in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.22M in Q4 2024. 142 funds tracked by Wall St. Rank hold MBUU as of Q2 2026.

  • Raymond James Financial held 123,658 shares of Malibu Boats worth $3.39M as of Q2 2026.
  • Raymond James Financial sold 2,409 Malibu Boats shares in Q2 2026, an estimated $64.1K.
  • Malibu Boats made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3063 holding.
  • Raymond James Financial first reported a position in Malibu Boats in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Malibu Boats position peaked at $8.22M in Q4 2024.
  • 142 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.