HI
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Horizon Investments’s Raymond James Financial RJF Stock Holding History

Horizon Investments’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 		$467K Buy
3,084
+18
+0.6% +$2.73K 0.01% 880
2026
Q1 		$442K Buy
3,066
+115
+4% +$18.2K 0.01% 882
2025
Q4 		$472K Sell
2,951
-763
-21% -$123K 0.01% 858
2025
Q3 		$639K Buy
3,714
+618
+20% +$102K 0.01% 740
2025
Q2 		$473K Buy
3,096
+450
+17% +$64.4K 0.01% 803
2025
Q1 		$366K Buy
2,646
+113
+4% +$17.5K 0.01% 422
2024
Q4 		$392K Buy
2,533
+19
+0.8% +$2.87K 0.01% 412
2024
Q3 		$307K Sell
2,514
-463
-16% -$54.1K 0.01% 450
2024
Q2 		$367K Buy
2,977
+333
+13% +$41.1K 0.01% 420
2024
Q1 		$340K Sell
2,644
-1
-0% -$117 0.01% 426
2023
Q4 		$295K Sell
2,645
-83
-3% -$8.54K 0.01% 426
2023
Q3 		$274K Buy
2,728
+70
+3% +$7.41K 0.01% 428
2023
Q2 		$276K Buy
2,658
+169
+7% +$15.7K 0.01% 440
2023
Q1 		$232K Sell
2,489
-6,149
-71% -$651K 0.01% 473
2022
Q4 		$923K Buy
8,638
+946
+12% +$106K 0.03% 237
2022
Q3 		$760K Buy
7,692
+1,970
+34% +$199K 0.02% 263
2022
Q2 		$512K Sell
5,722
-1,574
-22% -$154K 0.02% 273
2022
Q1 		$799K Buy
7,296
+1,478
+25% +$157K 0.02% 259
2021
Q4 		$584K Buy
+5,818
New +$575K 0.02% 299
2021
Q3 		– Sell
-6,164
Closed -$534K – 511
2021
Q2 		$534K Sell
6,164
-3,432
-36% -$299K 0.02% 301
2021
Q1 		$784K Sell
9,596
-447
-4% -$33.3K 0.03% 238
2020
Q4 		$641K Buy
10,043
+596
+6% +$34.1K 0.73% 43
2020
Q3 		$458K Buy
+9,447
New +$457K 0.02% 301
2019
Q3 		– Sell
-4,521
Closed -$255K – 526
2019
Q2 		$255K Buy
+4,521
New +$258K 0.01% 458

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 $3.38T AUM 44.17% 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 Investments's RJF Position: Q2 2026 in Review

Horizon Investments increased its Raymond James Financial (RJF) stake by 0.59% in Q2 2026, buying an estimated $2.73K and bringing the position to 3,084 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #880.

Horizon Investments first reported a position in RJF in Q2 2019 and has held it in 24 quarters since. The position peaked at $923K in Q4 2022. 903 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Horizon Investments held 3,084 shares of Raymond James Financial worth $467K as of Q2 2026.
  • Horizon Investments bought 18 Raymond James Financial shares in Q2 2026, an estimated $2.73K.
  • Raymond James Financial made up 0.01% of Horizon Investments's portfolio in Q2 2026, its #880 holding.
  • Horizon Investments first reported a position in Raymond James Financial in Q2 2019 and has held it in 24 quarters since.
  • Horizon Investments's Raymond James Financial position peaked at $923K in Q4 2022.
  • 903 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.