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Highline Wealth Partners’s Raymond James Financial RJF Stock Holding History

Highline Wealth 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 		$8.67K Buy
57
+49
+613% +$7.44K ﹤0.01% 669
2026
Q1 		$1.16K Buy
8
+1
+14% +$159 ﹤0.01% 1135
2025
Q4 		$1.12K Hold
7
– – ﹤0.01% 908
2025
Q3 		$1.21K Hold
7
– – ﹤0.01% 909
2025
Q2 		$1.07K Hold
7
– – ﹤0.01% 713
2025
Q1 		$972 Buy
7
+1
+17% +$155 ﹤0.01% 748
2024
Q4 		$932 Buy
+6
New +$906 ﹤0.01% 537
2024
Q3 		– Sell
-2
Closed -$247 – 629
2024
Q2 		$247 Buy
+2
New +$247 ﹤0.01% 543

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

Highline Wealth Partners's RJF Position: Q2 2026 in Review

Highline Wealth Partners increased its Raymond James Financial (RJF) stake by 613% in Q2 2026, buying an estimated $7.44K and bringing the position to 57 shares worth $8.67K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Highline Wealth Partners first reported a position in RJF in Q2 2024 and has held it in 8 quarters since. 896 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Highline Wealth Partners held 57 shares of Raymond James Financial worth $8.67K as of Q2 2026.
  • Highline Wealth Partners bought 49 Raymond James Financial shares in Q2 2026, an estimated $7.44K.
  • Raymond James Financial made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #669 holding.
  • Highline Wealth Partners first reported a position in Raymond James Financial in Q2 2024 and has held it in 8 quarters since.
  • 896 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.