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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
Q3 		$29.2K Buy
185
+13
+8% +$2.23K ﹤0.01% 887
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Harbor Investment Advisory's RJF Position: Q3 2026 in Review

Harbor Investment Advisory increased its Raymond James Financial (RJF) stake by 7.6% in Q3 2026, buying an estimated $2.23K and bringing the position to 185 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Harbor Investment Advisory first reported a position in RJF in Q4 2019 and has held it in 28 quarters since. The position peaked at $490K in Q1 2022. 58 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

  • Harbor Investment Advisory held 185 shares of Raymond James Financial worth $29.2K as of Q3 2026.
  • Harbor Investment Advisory bought 13 Raymond James Financial shares in Q3 2026, an estimated $2.23K.
  • Raymond James Financial made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #887 holding.
  • Harbor Investment Advisory first reported a position in Raymond James Financial in Q4 2019 and has held it in 28 quarters since.
  • Harbor Investment Advisory's Raymond James Financial position peaked at $490K in Q1 2022.
  • 58 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.