HIA
RJF icon

Harbor Investment Advisory’s Raymond James Financial RJF Stock Holding History

Harbor Investment Advisory’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 		$26.1K Sell
172
-36
-17% -$5.46K ﹤0.01% 889
2026
Q1 		$30.1K Sell
208
-2
-1% -$317 ﹤0.01% 706
2025
Q4 		$33.7K Buy
210
+172
+453% +$27.8K ﹤0.01% 727
2025
Q3 		$6.56K Sell
38
-2,279
-98% -$378K ﹤0.01% 970
2025
Q2 		$355K Hold
2,317
– – 0.03% 308
2025
Q1 		$322K Hold
2,317
– – 0.03% 306
2024
Q4 		$360K Hold
2,317
– – 0.03% 276
2024
Q3 		$284K Hold
2,317
– – 0.03% 298
2024
Q2 		$286K Hold
2,317
– – 0.03% 289
2024
Q1 		$298K Hold
2,317
– – 0.03% 280
2023
Q4 		$258K Hold
2,317
– – 0.03% 288
2023
Q3 		$233K Sell
2,317
-1,559
-40% -$165K 0.03% 285
2023
Q2 		$402K Buy
3,876
+3
+0.1% +$279 0.06% 246
2023
Q1 		$361K Sell
3,873
-158
-4% -$16.7K 0.05% 262
2022
Q4 		$431K Hold
4,031
– – 0.07% 219
2022
Q3 		$398K Hold
4,031
– – 0.07% 225
2022
Q2 		$360K Sell
4,031
-427
-10% -$41.8K 0.06% 241
2022
Q1 		$490K Hold
4,458
– – 0.07% 223
2021
Q4 		$448K Hold
4,458
– – 0.06% 239
2021
Q3 		$411K Sell
4,458
-2
-0% -$179 0.06% 252
2021
Q2 		$386K Sell
4,460
-277
-6% -$24.1K 0.05% 263
2021
Q1 		$387K Hold
4,737
– – 0.06% 240
2020
Q4 		$302K Buy
4,737
+523
+12% +$29.9K 0.05% 248
2020
Q3 		$204K Buy
4,214
+561
+15% +$27.2K 0.04% 278
2020
Q2 		$168K Buy
3,653
+23
+0.6% +$1.04K 0.04% 279
2020
Q1 		$153K Buy
3,630
+630
+21% +$35.5K 0.04% 265
2019
Q4 		$179K Buy
+3,000
New +$173K 0.04% 259

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

Harbor Investment Advisory's RJF Position: Q2 2026 in Review

Harbor Investment Advisory reduced its Raymond James Financial (RJF) stake by 17% in Q2 2026, selling an estimated $5.46K and leaving 172 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #889.

Harbor Investment Advisory first reported a position in RJF in Q4 2019 and has held it in 27 quarters since. The position peaked at $490K in Q1 2022. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Harbor Investment Advisory held 172 shares of Raymond James Financial worth $26.1K as of Q2 2026.
  • Harbor Investment Advisory sold 36 Raymond James Financial shares in Q2 2026, an estimated $5.46K.
  • Raymond James Financial made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #889 holding.
  • Harbor Investment Advisory first reported a position in Raymond James Financial in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Raymond James Financial position peaked at $490K in Q1 2022.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.