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HUB Investment Partners’s Raymond James Financial RJF Stock Holding History

HUB Investment 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 		$1.54M Buy
10,161
+199
+2% +$30.2K 0.03% 345
2026
Q1 		$1.44M Buy
9,962
+386
+4% +$61.2K 0.03% 296
2025
Q4 		$1.54M Buy
9,576
+402
+4% +$64.9K 0.04% 243
2025
Q3 		$1.58M Sell
9,174
-861
-9% -$143K 0.05% 222
2025
Q2 		$1.54M Sell
10,035
-1,901
-16% -$272K 0.05% 214
2025
Q1 		$1.66M Sell
11,936
-2,250
-16% -$349K 0.07% 183
2024
Q4 		$2.2M Buy
14,186
+7,087
+100% +$1.07M 0.09% 147
2024
Q3 		$869K Buy
+7,099
New +$829K 0.04% 216

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

HUB Investment Partners's RJF Position: Q2 2026 in Review

HUB Investment Partners increased its Raymond James Financial (RJF) stake by 2% in Q2 2026, buying an estimated $30.2K and bringing the position to 10,161 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #345.

HUB Investment Partners first reported a position in RJF in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.2M in Q4 2024. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • HUB Investment Partners held 10,161 shares of Raymond James Financial worth $1.54M as of Q2 2026.
  • HUB Investment Partners bought 199 Raymond James Financial shares in Q2 2026, an estimated $30.2K.
  • Raymond James Financial made up 0.03% of HUB Investment Partners's portfolio in Q2 2026, its #345 holding.
  • HUB Investment Partners first reported a position in Raymond James Financial in Q3 2024 and has held it in 8 quarters since.
  • HUB Investment Partners's Raymond James Financial position peaked at $2.2M in Q4 2024.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.