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Horizon Advisory Services’s Raymond James Financial RJF Stock Holding History

Horizon Advisory Services’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 		$296K Sell
1,948
-82
-4% -$12.4K 0.12% 35
2026
Q1 		$294K Sell
2,030
-61
-3% -$9.68K 0.15% 38
2025
Q4 		$336K Sell
2,091
-153
-7% -$24.7K 0.17% 35
2025
Q3 		$387K Sell
2,244
-41
-2% -$6.79K 0.2% 23
2025
Q2 		$350K Buy
2,285
+13
+0.6% +$1.86K 0.19% 23
2025
Q1 		$316K Buy
2,272
+35
+2% +$5.43K 0.18% 27
2024
Q4 		$347K Buy
+2,237
New +$338K 0.2% 19

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

Horizon Advisory Services's RJF Position: Q2 2026 in Review

Horizon Advisory Services reduced its Raymond James Financial (RJF) stake by 4% in Q2 2026, selling an estimated $12.4K and leaving 1,948 shares worth $296K. The position accounts for 0.12% of the portfolio, ranked #35.

Horizon Advisory Services first reported a position in RJF in Q4 2024 and has held it in 7 quarters since. The position peaked at $387K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Horizon Advisory Services held 1,948 shares of Raymond James Financial worth $296K as of Q2 2026.
  • Horizon Advisory Services sold 82 Raymond James Financial shares in Q2 2026, an estimated $12.4K.
  • Raymond James Financial made up 0.12% of Horizon Advisory Services's portfolio in Q2 2026, its #35 holding.
  • Horizon Advisory Services first reported a position in Raymond James Financial in Q4 2024 and has held it in 7 quarters since.
  • Horizon Advisory Services's Raymond James Financial position peaked at $387K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Horizon Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.