Raymond James Financial
MORN icon

Raymond James Financial’s Morningstar MORN Stock Holding History

Raymond James Financial’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.61M Sell
10,301
-47,062
-82% -$8.18M ﹤0.01% 3665
2026
Q1 		$9.7M Buy
57,363
+26,585
+86% +$4.94M ﹤0.01% 2050
2025
Q4 		$6.69M Buy
30,778
+17,417
+130% +$3.77M ﹤0.01% 2279
2025
Q3 		$3.1M Sell
13,361
-47,925
-78% -$12.8M ﹤0.01% 2826
2025
Q2 		$19.2M Buy
61,286
+2,303
+4% +$682K 0.01% 1399
2025
Q1 		$17.7M Buy
58,983
+9,997
+20% +$3.15M 0.01% 1402
2024
Q4 		$16.5M Buy
+48,986
New +$16.7M 0.01% 1460

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Raymond James Financial reduced its Morningstar (MORN) stake by 82% in Q2 2026, selling an estimated $8.18M and leaving 10,301 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #3665.

Raymond James Financial first reported a position in MORN in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.2M in Q2 2025. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Raymond James Financial held 10,301 shares of Morningstar worth $1.61M as of Q2 2026.
  • Raymond James Financial sold 47,062 Morningstar shares in Q2 2026, an estimated $8.18M.
  • Morningstar made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3665 holding.
  • Raymond James Financial first reported a position in Morningstar in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Morningstar position peaked at $19.2M in Q2 2025.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

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