RJF — RAYMOND JAMES FINANCIALINCORPORATED

Ownership history in Harfst & Associates, Inc.  ·  43 quarters on record

AI Ownership Summary

Harfst & Associates, Inc. reported RAYMOND JAMES FINANCIALINCORPORATED (RJF) in 43 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 68.39% in 2024 Q1. The latest visible filing shows RJF at 30.90% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RJF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Harfst & Associates, Inc.'s position in RAYMOND JAMES FINANCIALINCORPORATED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

RJF was reported at 30.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
68.39% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RJF stock page Harfst & Associates, Inc. fund profile Harfst & Associates, Inc. full holdings
How Harfst & Associates, Inc. held RJF — position size vs. price
% of Fund (quarterly)    RJF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,067,120 +36,183 +3.5% 30.90% $171.4M 2026-02-14 (Est.) $158.09
2025 Q3 REDUCED 1,030,937 -6,518 -0.6% 32.82% $177.9M 2025-10-23 $163.91
2025 Q2 REDUCED 1,037,455 -3,501 -0.3% 32.81% $159.1M 2025-08-13 $162.21
2025 Q1 REDUCED 1,040,956 -85,252 -7.6% 33.42% $144.6M 2025-05-13 $151.02
2024 Q4 REDUCED 1,126,208 -1,221 -0.1% 36.44% $174.9M 2025-02-05 $162.87
2024 Q3 REDUCED 1,127,429 -19 -0.0% 31.01% $138.1M 2024-10-18 $135.75
2024 Q2 ADDED 1,127,448 +37 +0.0% 32.48% $139.4M 2024-08-01 $109.53
2024 Q1 REDUCED 1,127,411 -1,660 -0.1% 68.39% $144.8M 2024-04-22 $122.08
2023 Q4 ADDED 1,129,071 +346 +0.0% 33.23% $125.9M 2024-02-07 $107.65
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RJF

As of 2026 Q1 — sorted by position size

AVITY INVESTMENT MANAGEMENT INC. 3Y 7Y 1.14% Andrew Hill Investment Advisors, Inc. 3Y 1.05% Adelphi Trust Co 0.86% Cardinal Capital Management 3Y 7Y 0.53% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.49% High Net Worth Advisory Group LLC 3Y 0.48% CULLEN INVESTMENT GROUP, LTD. 0.46% Bank of New Hampshire 3Y 0.38% Bill Few Associates, Inc. 3Y 0.3% Signature Wealth Management Group 3Y 7Y 0.3%

FAQ About Harfst & Associates, Inc. and RJF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Harfst & Associates, Inc. reported owning RJF?

Harfst & Associates, Inc. reported RJF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported RJF position in Harfst & Associates, Inc.'s portfolio?

The largest reported portfolio weight for RJF was 68.39% in 2024 Q1.

What is the latest reported RJF position on this page?

The most recent filing on this page is 2025 Q4, when Harfst & Associates, Inc. reported 1,067,120 shares, equal to 30.90% of portfolio, with an estimated market value of $171.4M.

What does the chart on this RJF ownership page compare?

The chart compares Harfst & Associates, Inc.'s quarterly RJF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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