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Keating Financial Advisory Services’s Raymond James Financial RJF Stock Holding History

Keating Financial Advisory Services’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 		$567K Buy
3,731
+68
+2% +$10.3K 0.07% 182
2026
Q1 		$530K Sell
3,663
-33
-0.9% -$5.23K 0.09% 156
2025
Q4 		$593K Buy
+3,696
New +$597K 0.08% 188

Other funds holding RJF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Keating Financial Advisory Services's RJF Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Raymond James Financial (RJF) stake by 1.9% in Q2 2026, buying an estimated $10.3K and bringing the position to 3,731 shares worth $567K. The position accounts for 0.07% of the portfolio, ranked #182.

Keating Financial Advisory Services first reported a position in RJF in Q4 2025 and has held it in 3 quarters since. The position peaked at $593K in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Keating Financial Advisory Services held 3,731 shares of Raymond James Financial worth $567K as of Q2 2026.
  • Keating Financial Advisory Services bought 68 Raymond James Financial shares in Q2 2026, an estimated $10.3K.
  • Raymond James Financial made up 0.07% of Keating Financial Advisory Services's portfolio in Q2 2026, its #182 holding.
  • Keating Financial Advisory Services first reported a position in Raymond James Financial in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Raymond James Financial position peaked at $593K in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.