HI
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Harbour Investments’s Raymond James Financial RJF Stock Holding History

Harbour Investments’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 		$22.3K Buy
147
+23
+19% +$3.49K ﹤0.01% 2894
2026
Q1 		$18.1K Buy
124
+1
+0.8% +$159 ﹤0.01% 2953
2025
Q4 		$19.8K Buy
123
+15
+14% +$2.42K ﹤0.01% 2422
2025
Q3 		$18.6K Buy
108
+12
+13% +$1.99K ﹤0.01% 2381
2025
Q2 		$14.7K Sell
96
-30
-24% -$4.3K ﹤0.01% 2376
2025
Q1 		$17.5K Buy
126
+67
+114% +$10.4K ﹤0.01% 2250
2024
Q4 		$9.16K Buy
59
+1
+2% +$151 ﹤0.01% 2489
2024
Q3 		$7.1K Sell
58
-5
-8% -$584 ﹤0.01% 2496
2024
Q2 		$7.79K Buy
63
+41
+186% +$5.06K ﹤0.01% 2363
2024
Q1 		$2.83K Buy
22
+5
+29% +$583 ﹤0.01% 2678
2023
Q4 		$1.9K Buy
17
+9
+113% +$927 ﹤0.01% 2704
2023
Q3 		$803 Hold
8
– – ﹤0.01% 2739
2023
Q2 		$830 Sell
8
-83
-91% -$7.71K ﹤0.01% 2728
2023
Q1 		$8.49K Sell
91
-43
-32% -$4.55K ﹤0.01% 2089
2022
Q4 		$14.3K Buy
134
+1
+0.8% +$112 ﹤0.01% 1807
2022
Q3 		$12K Hold
133
– – ﹤0.01% 1863
2022
Q2 		$12K Buy
+133
New +$13K ﹤0.01% 1863
2021
Q4 		$16K Sell
160
-144
-47% -$14.2K ﹤0.01% 1761
2021
Q3 		$28K Sell
304
-20
-6% -$1.79K ﹤0.01% 2118
2021
Q2 		$28K Sell
324
-12
-4% -$1.04K ﹤0.01% 2150
2021
Q1 		$27K Buy
+336
New +$25K ﹤0.01% 2041

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

Harbour Investments's RJF Position: Q2 2026 in Review

Harbour Investments increased its Raymond James Financial (RJF) stake by 19% in Q2 2026, buying an estimated $3.49K and bringing the position to 147 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2894.

Harbour Investments first reported a position in RJF in Q1 2021 and has held it in 21 quarters since. The position peaked at $28K in Q3 2021. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Harbour Investments held 147 shares of Raymond James Financial worth $22.3K as of Q2 2026.
  • Harbour Investments bought 23 Raymond James Financial shares in Q2 2026, an estimated $3.49K.
  • Raymond James Financial made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2894 holding.
  • Harbour Investments first reported a position in Raymond James Financial in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Raymond James Financial position peaked at $28K in Q3 2021.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.