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Coquina Private Wealth LLC’s Raymond James Financial RJF Stock Holding History

Coquina Private Wealth 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
Q2 		$461K Sell
3,035
-29
-0.9% -$4.4K 0.31% 46
2026
Q1 		$444K Hold
3,064
– – 0.36% 42
2025
Q4 		$492K Buy
+3,064
New +$495K 0.39% 36

Other funds holding RJF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Coquina Private Wealth LLC's RJF Position: Q2 2026 in Review

Coquina Private Wealth LLC reduced its Raymond James Financial (RJF) stake by 0.95% in Q2 2026, selling an estimated $4.4K and leaving 3,035 shares worth $461K. The position accounts for 0.31% of the portfolio, ranked #46.

Coquina Private Wealth LLC first reported a position in RJF in Q4 2025 and has held it in 3 quarters since. The position peaked at $492K in Q4 2025. 486 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Coquina Private Wealth LLC held 3,035 shares of Raymond James Financial worth $461K as of Q2 2026.
  • Coquina Private Wealth LLC sold 29 Raymond James Financial shares in Q2 2026, an estimated $4.4K.
  • Raymond James Financial made up 0.31% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #46 holding.
  • Coquina Private Wealth LLC first reported a position in Raymond James Financial in Q4 2025 and has held it in 3 quarters since.
  • Coquina Private Wealth LLC's Raymond James Financial position peaked at $492K in Q4 2025.
  • 486 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.