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HFM Investment Advisors’s Raymond James Financial RJF Stock Holding History

HFM Investment Advisors’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 		$2.58K Buy
17
+11
+183% +$1.67K ﹤0.01% 362
2026
Q1 		$869 Sell
6
-16
-73% -$2.54K ﹤0.01% 458
2025
Q4 		$3.53K Buy
22
+15
+214% +$2.42K ﹤0.01% 227
2025
Q3 		$1.21K Buy
7
+2
+40% +$331 ﹤0.01% 299
2025
Q2 		$767 Buy
5
+3
+150% +$430 ﹤0.01% 480
2025
Q1 		$278 Buy
+2
New +$310 ﹤0.01% 502

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

HFM Investment Advisors's RJF Position: Q2 2026 in Review

HFM Investment Advisors increased its Raymond James Financial (RJF) stake by 183% in Q2 2026, buying an estimated $1.67K and bringing the position to 17 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

HFM Investment Advisors first reported a position in RJF in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.53K in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • HFM Investment Advisors held 17 shares of Raymond James Financial worth $2.58K as of Q2 2026.
  • HFM Investment Advisors bought 11 Raymond James Financial shares in Q2 2026, an estimated $1.67K.
  • Raymond James Financial made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #362 holding.
  • HFM Investment Advisors first reported a position in Raymond James Financial in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's Raymond James Financial position peaked at $3.53K in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.