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
Q2 		$43.3M Sell
77,260
-8,324
-10% -$4.86M 0.01% 1003
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Raymond James Financial reduced its MSCI (MSCI) stake by 9.7% in Q2 2026, selling an estimated $4.86M and leaving 77,260 shares worth $43.3M. The position accounts for 0.01% of the portfolio, ranked #1003.

Raymond James Financial first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $185M in Q4 2024. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Raymond James Financial held 77,260 shares of MSCI worth $43.3M as of Q2 2026.
  • Raymond James Financial sold 8,324 MSCI shares in Q2 2026, an estimated $4.86M.
  • MSCI made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1003 holding.
  • Raymond James Financial first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's MSCI position peaked at $185M in Q4 2024.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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