Kaydan Wealth Management’s Raymond James Financial RJF Stock Holding History

Kaydan Wealth 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
2026 Q1	$3.07M	Hold	21,175	–	–	1.03%	20
2025 Q4	$3.4M	Hold	21,175	–	–	0.98%	20
2025 Q3	$3.65M	Hold	21,175	–	–	1.04%	23
2025 Q2	$3.25M	Sell	21,175 -200	-0.9%	-$28.6K	1.06%	21
2025 Q1	$2.97M	Hold	21,375	–	–	0.95%	19
2024 Q4	$3.32M	Hold	21,375	–	–	1.1%	17
2024 Q3	$2.62M	Hold	21,375	–	–	0.77%	17
2024 Q2	$2.64M	Hold	21,375	–	–	0.94%	18
2024 Q1	$2.74M	Hold	21,375	–	–	0.94%	18
2023 Q4	$2.38M	Hold	21,375	–	–	0.97%	18
2023 Q3	$2.15M	Hold	21,375	–	–	0.86%	16
2023 Q2	$2.22M	Hold	21,375	–	–	0.93%	16
2023 Q1	$1.99M	Hold	21,375	–	–	0.82%	14
2022 Q4	$2.28M	Sell	21,375 -692	-3%	-$77.7K	0.91%	12
2022 Q3	$2.18M	Hold	22,067	–	–	1.2%	8
2022 Q2	$1.97M	Hold	22,067	–	–	1.1%	13
2022 Q1	$2.43M	Hold	22,067	–	–	1.07%	18
2021 Q4	$2.22M	Buy	+22,067	New	+$2.18M	0.84%	20

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

Kaydan Wealth Management's RJF Position: Q1 2026 in Review

Kaydan Wealth Management held its Raymond James Financial (RJF) position steady in Q1 2026 at 21,175 shares worth $3.07M. The position accounts for 1.03% of the portfolio, ranked #20.

Kaydan Wealth Management first reported a position in RJF in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.65M in Q3 2025. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

Kaydan Wealth Management held 21,175 shares of Raymond James Financial worth $3.07M as of Q1 2026.
Kaydan Wealth Management left its Raymond James Financial share count unchanged in Q1 2026.
Raymond James Financial made up 1.03% of Kaydan Wealth Management's portfolio in Q1 2026, its #20 holding.
Kaydan Wealth Management first reported a position in Raymond James Financial in Q4 2021 and has held it in 18 quarters since.
Kaydan Wealth Management's Raymond James Financial position peaked at $3.65M in Q3 2025.
917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.