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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Raymond James Financial's MORN Position: Q1 2026 in Review

Raymond James Financial increased its Morningstar (MORN) stake by 86% in Q1 2026, buying an estimated $4.94M and bringing the position to 57,363 shares worth $9.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2050.

Raymond James Financial first reported a position in MORN in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.2M in Q2 2025. 444 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Raymond James Financial held 57,363 shares of Morningstar worth $9.7M as of Q1 2026.
  • Raymond James Financial bought 26,585 Morningstar shares in Q1 2026, an estimated $4.94M.
  • Morningstar made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2050 holding.
  • Raymond James Financial first reported a position in Morningstar in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Morningstar position peaked at $19.2M in Q2 2025.
  • 444 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.