HB Wealth Management’s Raymond James Financial RJF Stock Holding History

HB Wealth Management’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	$768K	Sell	5,050 -196	-4%	-$29.8K	﹤0.01%	871
2026 Q1	$760K	Buy	5,246 +410	+8%	+$65K	﹤0.01%	787
2025 Q4	$777K	Buy	4,836 +984	+26%	+$159K	0.01%	713
2025 Q3	$665K	Buy	3,852 +369	+11%	+$61.1K	﹤0.01%	739
2025 Q2	$534K	Sell	3,483 -342	-9%	-$49K	﹤0.01%	714
2025 Q1	$531K	Buy	3,825 +2,391	+167%	+$371K	﹤0.01%	743
2024 Q4	$223K	Buy	+1,434	New	+$217K	﹤0.01%	932

Other funds holding RJF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

HB Wealth Management's RJF Position: Q2 2026 in Review

HB Wealth Management reduced its Raymond James Financial (RJF) stake by 3.7% in Q2 2026, selling an estimated $29.8K and leaving 5,050 shares worth $768K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

HB Wealth Management first reported a position in RJF in Q4 2024 and has held it in 7 quarters since. The position peaked at $777K in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

HB Wealth Management held 5,050 shares of Raymond James Financial worth $768K as of Q2 2026.
HB Wealth Management sold 196 Raymond James Financial shares in Q2 2026, an estimated $29.8K.
Raymond James Financial made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #871 holding.
HB Wealth Management first reported a position in Raymond James Financial in Q4 2024 and has held it in 7 quarters since.
HB Wealth Management's Raymond James Financial position peaked at $777K in Q4 2025.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.