Choreo LLC’s Raymond James Financial RJF Stock Holding History

Choreo LLC’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	$363K	Sell	2,504 -930	-27%	-$148K	﹤0.01%	1132
2025 Q4	$558K	Sell	3,434 -98	-3%	-$15.8K	0.01%	873
2025 Q3	$610K	Sell	3,532 -37	-1%	-$6.13K	0.01%	840
2025 Q2	$547K	Buy	3,569 +148	+4%	+$21.2K	0.01%	844
2025 Q1	$475K	Sell	3,421 -608	-15%	-$94.4K	0.01%	862
2024 Q4	$626K	Buy	4,029 +1,170	+41%	+$177K	0.01%	784
2024 Q3	$353K	Buy	2,859 +180	+7%	+$21K	0.01%	1103
2024 Q2	$330K	Buy	+2,679	New	+$331K	0.01%	1047

Other funds holding RJF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Choreo LLC's RJF Position: Q1 2026 in Review

Choreo LLC reduced its Raymond James Financial (RJF) stake by 27% in Q1 2026, selling an estimated $148K and leaving 2,504 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Choreo LLC first reported a position in RJF in Q2 2024 and has held it in 8 quarters since. The position peaked at $626K in Q4 2024. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

Choreo LLC held 2,504 shares of Raymond James Financial worth $363K as of Q1 2026.
Choreo LLC sold 930 Raymond James Financial shares in Q1 2026, an estimated $148K.
Raymond James Financial made up ﹤0.01% of Choreo LLC's portfolio in Q1 2026, its #1132 holding.
Choreo LLC first reported a position in Raymond James Financial in Q2 2024 and has held it in 8 quarters since.
Choreo LLC's Raymond James Financial position peaked at $626K in Q4 2024.
917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.