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Bay Harbor Wealth Management’s Raymond James Financial RJF Stock Holding History

Bay Harbor Wealth Management’s Portfolio RJF Stock Details RJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.54K Buy
43
+15
+54% +$2.28K ﹤0.01% 364
2026
Q1 		$4.05K Buy
28
+4
+17% +$634 ﹤0.01% 382
2025
Q4 		$3.85K Buy
24
+10
+71% +$1.61K ﹤0.01% 334
2025
Q3 		$2.42K Buy
14
+3
+27% +$497 ﹤0.01% 336
2025
Q2 		$1.69K Buy
11
+6
+120% +$859 ﹤0.01% 340
2025
Q1 		$694 Buy
+5
New +$776 ﹤0.01% 364

Other funds holding RJF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Bay Harbor Wealth Management's RJF Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Raymond James Financial (RJF) stake by 54% in Q2 2026, buying an estimated $2.28K and bringing the position to 43 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Bay Harbor Wealth Management first reported a position in RJF in Q1 2025 and has held it in 6 quarters since. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Bay Harbor Wealth Management held 43 shares of Raymond James Financial worth $6.54K as of Q2 2026.
  • Bay Harbor Wealth Management bought 15 Raymond James Financial shares in Q2 2026, an estimated $2.28K.
  • Raymond James Financial made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #364 holding.
  • Bay Harbor Wealth Management first reported a position in Raymond James Financial in Q1 2025 and has held it in 6 quarters since.
  • 896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.