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HM Payson & Co’s Raymond James Financial RJF Stock Holding History

HM Payson & Co’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 		$68.4K Hold
450
– – ﹤0.01% 647
2026
Q1 		$65.2K Sell
450
-25
-5% -$3.96K ﹤0.01% 643
2025
Q4 		$76.3K Sell
475
-75
-14% -$12.1K ﹤0.01% 617
2025
Q3 		$94.9K Hold
550
– – ﹤0.01% 570
2025
Q2 		$84.4K Hold
550
– – ﹤0.01% 564
2025
Q1 		$76.4K Hold
550
– – ﹤0.01% 569
2024
Q4 		$85.4K Hold
550
– – ﹤0.01% 556
2024
Q3 		$67.4K Hold
550
– – ﹤0.01% 581
2024
Q2 		$68K Sell
550
-450
-45% -$55.5K ﹤0.01% 555
2024
Q1 		$128K Sell
1,000
-350
-26% -$40.8K ﹤0.01% 472
2023
Q4 		$151K Sell
1,350
-350
-21% -$36K ﹤0.01% 427
2023
Q3 		$171K Sell
1,700
-100
-6% -$10.6K ﹤0.01% 405
2023
Q2 		$187K Buy
1,800
+177
+11% +$16.4K ﹤0.01% 379
2023
Q1 		$151K Buy
1,623
+1,541
+1,879% +$163K ﹤0.01% 414
2022
Q4 		$8.76K Buy
82
+9
+12% +$1.01K ﹤0.01% 757
2022
Q3 		$7K Hold
73
– – ﹤0.01% 820
2022
Q2 		$7K Hold
73
– – ﹤0.01% 861
2022
Q1 		$8K Hold
73
– – ﹤0.01% 866
2021
Q4 		$7K Sell
73
-1
-1% -$99 ﹤0.01% 908
2021
Q3 		$7K Hold
74
– – ﹤0.01% 868
2021
Q2 		$6K Hold
74
– – ﹤0.01% 878
2021
Q1 		$6K Hold
74
– – ﹤0.01% 926
2020
Q4 		$5K Sell
74
-901
-92% -$51.6K ﹤0.01% 933
2020
Q3 		$47K Buy
975
+75
+8% +$3.63K ﹤0.01% 579
2020
Q2 		$41K Buy
900
+450
+100% +$20.3K ﹤0.01% 554
2020
Q1 		$19K Buy
+450
New +$25.4K ﹤0.01% 658

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

HM Payson & Co's RJF Position: Q2 2026 in Review

HM Payson & Co held its Raymond James Financial (RJF) position steady in Q2 2026 at 450 shares worth $68.4K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

HM Payson & Co first reported a position in RJF in Q1 2020 and has held it in 26 quarters since. The position peaked at $187K in Q2 2023. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • HM Payson & Co held 450 shares of Raymond James Financial worth $68.4K as of Q2 2026.
  • HM Payson & Co left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #647 holding.
  • HM Payson & Co first reported a position in Raymond James Financial in Q1 2020 and has held it in 26 quarters since.
  • HM Payson & Co's Raymond James Financial position peaked at $187K in Q2 2023.
  • 897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.