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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
Q1 		$1.44M Buy
9,962
+386
+4% +$61.2K 0.04% 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 0.06% 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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return