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Harrell Investment Partners’s Raymond James Financial RJF Stock Holding History

Harrell Investment Partners’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 		$636K Hold
4,182
– – 0.14% 106
2026
Q1 		$605K Sell
4,182
-10
-0.2% -$1.59K 0.14% 104
2025
Q4 		$673K Buy
4,192
+10
+0.2% +$1.61K 0.16% 88
2025
Q3 		$722K Buy
4,182
+13
+0.3% +$2.15K 0.17% 83
2025
Q2 		$639K Buy
4,169
+16
+0.4% +$2.29K 0.16% 87
2025
Q1 		$577K Buy
4,153
+13
+0.3% +$2.02K 0.17% 75
2024
Q4 		$643K Sell
4,140
-210
-5% -$31.7K 0.18% 71
2024
Q3 		$533K Buy
4,350
+16
+0.4% +$1.87K 0.15% 71
2024
Q2 		$536K Sell
4,334
-42
-1% -$5.18K 0.16% 73
2024
Q1 		$562K Sell
4,376
-310
-7% -$36.1K 0.17% 69
2023
Q4 		$523K Buy
4,686
+19
+0.4% +$1.96K 0.16% 72
2023
Q3 		$458K Sell
4,667
-126
-3% -$13.3K 0.16% 73
2023
Q2 		$497K Sell
4,793
-3,100
-39% -$288K 0.17% 71
2023
Q1 		$819K Buy
7,893
+7
+0.1% +$742 0.29% 62
2022
Q4 		$843K Sell
7,886
-690
-8% -$77.4K 0.33% 61
2022
Q3 		$848K Sell
8,576
-1,545
-15% -$156K 0.35% 59
2022
Q2 		$905K Buy
10,121
+6
+0.1% +$588 0.37% 61
2022
Q1 		$1.11M Sell
10,115
-298
-3% -$31.6K 0.39% 63
2021
Q4 		$1.04M Sell
10,413
-595
-5% -$58.8K 0.32% 66
2021
Q3 		$1.02M Sell
11,008
-1
-0% -$90 0.33% 70
2021
Q2 		$953K Hold
11,009
– – 0.31% 69
2021
Q1 		$899K Sell
11,009
-1,729
-14% -$129K 0.32% 70
2020
Q4 		$812K Sell
12,738
-207
-2% -$11.8K 0.31% 69
2020
Q3 		$627K Hold
12,945
– – 0.27% 67
2020
Q2 		$594K Hold
12,945
– – 0.3% 63
2020
Q1 		$545K Sell
12,945
-2,058
-14% -$116K 0.3% 70
2019
Q4 		$895K Buy
+15,003
New +$866K 0.41% 65

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

Harrell Investment Partners's RJF Position: Q2 2026 in Review

Harrell Investment Partners held its Raymond James Financial (RJF) position steady in Q2 2026 at 4,182 shares worth $636K. The position accounts for 0.14% of the portfolio, ranked #106.

Harrell Investment Partners first reported a position in RJF in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.11M in Q1 2022. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Harrell Investment Partners held 4,182 shares of Raymond James Financial worth $636K as of Q2 2026.
  • Harrell Investment Partners left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up 0.14% of Harrell Investment Partners's portfolio in Q2 2026, its #106 holding.
  • Harrell Investment Partners first reported a position in Raymond James Financial in Q4 2019 and has held it in 27 quarters since.
  • Harrell Investment Partners's Raymond James Financial position peaked at $1.11M in Q1 2022.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.