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HighPoint Advisor Group’s Raymond James Financial RJF Stock Holding History

HighPoint Advisor Group’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 		– Sell
-1,414
Closed -$227K – 962
2025
Q4 		$227K Sell
1,414
-70
-5% -$11.3K 0.01% 981
2025
Q3 		$256K Sell
1,484
-253
-15% -$41.9K 0.01% 589
2025
Q2 		$266K Sell
1,737
-53
-3% -$7.59K 0.01% 562
2025
Q1 		$247K Sell
1,790
-111
-6% -$17.2K 0.01% 550
2024
Q4 		$310K Buy
1,901
+22
+1% +$3.32K 0.02% 497
2024
Q3 		$271K Buy
1,879
+146
+8% +$17.1K 0.02% 518
2024
Q2 		$200K Buy
1,733
+115
+7% +$14.2K 0.01% 579
2024
Q1 		$203K Buy
1,618
+13
+0.8% +$1.51K 0.01% 597
2023
Q4 		$203K Buy
+1,605
New +$165K 0.01% 590

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

HighPoint Advisor Group's RJF Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Raymond James Financial (RJF) in Q1 2026, closing a stake of 1,414 shares — an estimated $227K sold.

HighPoint Advisor Group first reported a position in RJF in Q4 2023 and held it in 9 quarters. The position peaked at $310K in Q4 2024. 923 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Raymond James Financial position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 1,414 Raymond James Financial shares in Q1 2026, an estimated $227K.
  • HighPoint Advisor Group first reported a position in Raymond James Financial in Q4 2023 and held it in 9 quarters.
  • HighPoint Advisor Group's Raymond James Financial position peaked at $310K in Q4 2024.
  • 923 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.