Raymond James Financial
MC icon

Raymond James Financial’s Moelis & Co MC Stock Holding History

Raymond James Financial’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.4M Buy
463,510
+27,709
+6% +$1.8M 0.01% 1276
2025
Q4 		$30M Sell
435,801
-1,344
-0.3% -$89.7K 0.01% 1168
2025
Q3 		$31.2M Buy
437,145
+34,931
+9% +$2.49M 0.01% 1111
2025
Q2 		$25.1M Sell
402,214
-23,518
-6% -$1.32M 0.01% 1196
2025
Q1 		$24.8M Buy
425,732
+48,704
+13% +$3.43M 0.01% 1145
2024
Q4 		$27.9M Buy
+377,028
New +$27.3M 0.01% 1085

Other funds holding MC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return