Raymond James Financial
WINN icon

Raymond James Financial’s Harbor Long-Term Growers ETF WINN Stock Holding History

Raymond James Financial’s Portfolio WINN Stock Details WINN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$88.4M Buy
2,723,551
+733,360
+37% +$23.3M 0.02% 627
2026
Q1 		$55.2M Buy
1,990,191
+78,268
+4% +$2.32M 0.02% 802
2025
Q4 		$59.5M Buy
1,911,923
+278,323
+17% +$8.72M 0.02% 740
2025
Q3 		$50.9M Buy
1,633,600
+562,235
+52% +$16.9M 0.02% 797
2025
Q2 		$31.2M Buy
1,071,365
+37,443
+4% +$980K 0.01% 1062
2025
Q1 		$25.3M Buy
1,033,922
+274,280
+36% +$7.38M 0.01% 1130
2024
Q4 		$20.7M Buy
+759,642
New +$20.4M 0.01% 1290

Other funds holding WINN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Auctus Advisors Charlotte, North Carolina $119M AUM
TCM
Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Raymond James Financial's WINN Position: Q2 2026 in Review

Raymond James Financial increased its Harbor Long-Term Growers ETF (WINN) stake by 37% in Q2 2026, buying an estimated $23.3M and bringing the position to 2,723,551 shares worth $88.4M. The position accounts for 0.02% of the portfolio, ranked #627.

Raymond James Financial first reported a position in WINN in Q4 2024 and has held it in 7 quarters since. 114 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

  • Raymond James Financial held 2,723,551 shares of Harbor Long-Term Growers ETF worth $88.4M as of Q2 2026.
  • Raymond James Financial bought 733,360 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $23.3M.
  • Harbor Long-Term Growers ETF made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #627 holding.
  • Raymond James Financial first reported a position in Harbor Long-Term Growers ETF in Q4 2024 and has held it in 7 quarters since.
  • 114 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.