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High Note Wealth’s Raymond James Financial RJF Stock Holding History

High Note Wealth’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
Q1 		$1.74K Buy
12
+10
+500% +$1.59K ﹤0.01% 827
2025
Q4 		$321 Buy
2
+1
+100% +$161 ﹤0.01% 859
2025
Q3 		$173 Buy
+1
New +$166 ﹤0.01% 819

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

High Note Wealth's RJF Position: Q1 2026 in Review

High Note Wealth increased its Raymond James Financial (RJF) stake by 500% in Q1 2026, buying an estimated $1.59K and bringing the position to 12 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

High Note Wealth first reported a position in RJF in Q3 2025 and has held it in 3 quarters since. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • High Note Wealth held 12 shares of Raymond James Financial worth $1.74K as of Q1 2026.
  • High Note Wealth bought 10 Raymond James Financial shares in Q1 2026, an estimated $1.59K.
  • Raymond James Financial made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #827 holding.
  • High Note Wealth first reported a position in Raymond James Financial in Q3 2025 and has held it in 3 quarters since.
  • 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.