RAYMOND JAMES FINANCIAL INC HAPI HARBOR ETF TRUST

Ownership history in RAYMOND JAMES FINANCIAL INC  ·  2 quarters on record

AI Ownership Summary

RAYMOND JAMES FINANCIAL INC reported HARBOR ETF TRUST (HAPI) in 2 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows HAPI at 0.00% 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.

What this HAPI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RAYMOND JAMES FINANCIAL INC's position in HARBOR ETF TRUST, 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
2026 Q1

HAPI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 to 2026 Q1

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.

How RAYMOND JAMES FINANCIAL INC held HAPI — position size vs. price
% of Fund (quarterly)    HAPI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 40,979 +38,123 +1334.8% 0.00% $1.6M 2026-05-14 $44.10
2025 Q2 INITIATED 2,856 0.00% $109K 2025-08-14 $38.91

FAQ About RAYMOND JAMES FINANCIAL INC and HAPI

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

How long has RAYMOND JAMES FINANCIAL INC reported owning HAPI?

RAYMOND JAMES FINANCIAL INC reported HAPI across 2 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported HAPI position in RAYMOND JAMES FINANCIAL INC's portfolio?

The largest reported portfolio weight for HAPI was 0.00% in 2026 Q1.

What is the latest reported HAPI position on this page?

The most recent filing on this page is 2026 Q1, when RAYMOND JAMES FINANCIAL INC reported 40,979 shares, equal to 0.00% of portfolio, with an estimated market value of $1.6M.

What does the chart on this HAPI ownership page compare?

The chart compares RAYMOND JAMES FINANCIAL INC's quarterly HAPI 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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