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Financial Planning Hawaii’s Raymond James Financial RJF Stock Holding History

Financial Planning Hawaii’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 		$339K Buy
2,232
+647
+41% +$98.2K 0.18% 98
2026
Q1 		$229K Hold
1,585
– – 0.14% 117
2025
Q4 		$255K Buy
+1,585
New +$256K 0.15% 117

Other funds holding RJF

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Financial Planning Hawaii's RJF Position: Q2 2026 in Review

Financial Planning Hawaii increased its Raymond James Financial (RJF) stake by 41% in Q2 2026, buying an estimated $98.2K and bringing the position to 2,232 shares worth $339K. The position accounts for 0.18% of the portfolio, ranked #98.

Financial Planning Hawaii first reported a position in RJF in Q4 2025 and has held it in 3 quarters since. 455 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Financial Planning Hawaii held 2,232 shares of Raymond James Financial worth $339K as of Q2 2026.
  • Financial Planning Hawaii bought 647 Raymond James Financial shares in Q2 2026, an estimated $98.2K.
  • Raymond James Financial made up 0.18% of Financial Planning Hawaii's portfolio in Q2 2026, its #98 holding.
  • Financial Planning Hawaii first reported a position in Raymond James Financial in Q4 2025 and has held it in 3 quarters since.
  • 455 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.