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Achmea Investment Management’s Raymond James Financial RJF Stock Holding History

Achmea Investment Management’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
2025
Q4 		– Sell
-7,301
Closed -$1.26M – 266
2025
Q3 		$1.26M Hold
7,301
– – 0.02% 276
2025
Q2 		$1.12M Hold
7,301
– – 0.01% 307
2025
Q1 		$1.01M Sell
7,301
-8,256
-53% -$1.28M 0.01% 330
2024
Q4 		$2.42M Buy
15,557
+3,065
+25% +$463K 0.04% 274
2024
Q3 		$1.53M Buy
12,492
+1,986
+19% +$232K 0.03% 327
2024
Q2 		$1.3M Buy
10,506
+4,239
+68% +$523K 0.02% 336
2024
Q1 		$805K Sell
6,267
-1,863
-23% -$217K 0.02% 379
2023
Q4 		$907K Sell
8,130
-3,520
-30% -$362K 0.02% 398
2023
Q3 		$1.17M Buy
11,650
+11,170
+2,327% +$1.18M 0.03% 375
2023
Q2 		$50K Hold
480
– – ﹤0.01% 562
2023
Q1 		$45K Sell
480
-7,855
-94% -$832K ﹤0.01% 538
2022
Q4 		$834K Hold
8,335
– – 0.03% 420
2022
Q3 		$824K Hold
8,335
– – 0.03% 421
2022
Q2 		$745K Hold
8,335
– – 0.02% 446
2022
Q1 		$916K Buy
+8,335
New +$883K 0.02% 465
2021
Q4 		– Sell
-8,335
Closed -$770K – 520
2021
Q3 		$770K Buy
8,335
+479
+6% +$42.9K 0.02% 469
2021
Q2 		$681K Hold
7,856
– – 0.02% 472
2021
Q1 		$642K Hold
7,856
– – 0.02% 471
2020
Q4 		$500K Hold
7,856
– – 0.02% 465
2020
Q3 		$381K Buy
+7,856
New +$380K 0.02% 467
2020
Q1 		– Sell
-7,856
Closed -$469K – 491
2019
Q4 		$469K Buy
+7,856
New +$453K 0.02% 461
2018
Q2 		– Sell
-9,509
Closed -$566K – 505
2018
Q1 		$566K Buy
+9,509
New +$592K 0.02% 440
2017
Q2 		– Sell
-8,178
Closed -$416K – 532
2017
Q1 		$416K Buy
+8,178
New +$416K 0.02% 447

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Achmea Investment Management's RJF Position: Q4 2025 in Review

Achmea Investment Management sold out of Raymond James Financial (RJF) in Q4 2025, closing a stake of 7,301 shares — an estimated $1.26M sold.

Achmea Investment Management first reported a position in RJF in Q1 2017 and held it in 23 quarters. The position peaked at $2.42M in Q4 2024. 935 funds tracked by Wall St. Rank hold RJF as of Q4 2025.

  • Achmea Investment Management reported no remaining Raymond James Financial position as of Q4 2025 after selling out during the quarter.
  • Achmea Investment Management sold 7,301 Raymond James Financial shares in Q4 2025, an estimated $1.26M.
  • Achmea Investment Management first reported a position in Raymond James Financial in Q1 2017 and held it in 23 quarters.
  • Achmea Investment Management's Raymond James Financial position peaked at $2.42M in Q4 2024.
  • 935 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2025.

Based on Achmea Investment Management's 13F filing for Q4 2025, filed 18 Feb 2026.