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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
Q2 		$2.28K Buy
15
+3
+25% +$455 ﹤0.01% 787
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 $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

High Note Wealth's RJF Position: Q2 2026 in Review

High Note Wealth increased its Raymond James Financial (RJF) stake by 25% in Q2 2026, buying an estimated $455 and bringing the position to 15 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

High Note Wealth first reported a position in RJF in Q3 2025 and has held it in 4 quarters since. 901 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • High Note Wealth held 15 shares of Raymond James Financial worth $2.28K as of Q2 2026.
  • High Note Wealth bought 3 Raymond James Financial shares in Q2 2026, an estimated $455.
  • Raymond James Financial made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #787 holding.
  • High Note Wealth first reported a position in Raymond James Financial in Q3 2025 and has held it in 4 quarters since.
  • 901 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.