Raymond James Financial
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Raymond James Financial’s MSCI MSCI Stock Holding History

Raymond James Financial’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$46.1M Sell
85,584
-23,718
-22% -$13.4M 0.01% 906
2025
Q4 		$62.7M Sell
109,302
-5,747
-5% -$3.22M 0.02% 713
2025
Q3 		$65.3M Sell
115,049
-2,769
-2% -$1.57M 0.02% 655
2025
Q2 		$68M Sell
117,818
-83,682
-42% -$46.3M 0.02% 609
2025
Q1 		$114M Sell
201,500
-106,834
-35% -$62.1M 0.04% 385
2024
Q4 		$185M Buy
+308,334
New +$185M 0.07% 257

Other funds holding MSCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Raymond James Financial reduced its MSCI (MSCI) stake by 22% in Q1 2026, selling an estimated $13.4M and leaving 85,584 shares worth $46.1M. The position accounts for 0.01% of the portfolio, ranked #906.

Raymond James Financial first reported a position in MSCI in Q4 2024 and has held it in 6 quarters since. The position peaked at $185M in Q4 2024. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Raymond James Financial held 85,584 shares of MSCI worth $46.1M as of Q1 2026.
  • Raymond James Financial sold 23,718 MSCI shares in Q1 2026, an estimated $13.4M.
  • MSCI made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #906 holding.
  • Raymond James Financial first reported a position in MSCI in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's MSCI position peaked at $185M in Q4 2024.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

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