Klingman & Associates’s Raymond James Financial RJF Stock Holding History

Klingman & Associates’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	$1.74M	Sell	11,468 -775	-6%	-$118K	0.07%	97
2026 Q1	$1.77M	Buy	12,243 +18	+0.1%	+$2.85K	0.08%	90
2025 Q4	$1.96M	Buy	12,225 +1	+0%	+$161	0.09%	86
2025 Q3	$2.11M	Sell	12,224 -15	-0.1%	-$2.49K	0.11%	78
2025 Q2	$1.88M	Buy	12,239 +36	+0.3%	+$5.16K	0.1%	82
2025 Q1	$1.7M	Buy	12,203 +1,713	+16%	+$266K	0.1%	80
2024 Q4	$1.63M	Buy	10,490 +23	+0.2%	+$3.47K	0.1%	81
2024 Q3	$1.28M	Buy	10,467 +31	+0.3%	+$3.62K	0.08%	99
2024 Q2	$1.29M	Buy	10,436 +27	+0.3%	+$3.33K	0.09%	84
2024 Q1	$1.34M	Buy	10,409 +1,343	+15%	+$156K	0.09%	83
2023 Q4	$1.01M	Buy	9,066 +11	+0.1%	+$1.13K	0.07%	92
2023 Q3	$909K	Buy	+9,055	New	+$958K	0.07%	95
2022 Q4	–	Sell	-2,745	Closed	-$271K	–	206
2022 Q3	$271K	Buy	+2,745	New	+$278K	0.03%	155

Other funds holding RJF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Klingman & Associates's RJF Position: Q2 2026 in Review

Klingman & Associates reduced its Raymond James Financial (RJF) stake by 6.3% in Q2 2026, selling an estimated $118K and leaving 11,468 shares worth $1.74M. The position accounts for 0.07% of the portfolio, ranked #97.

Klingman & Associates first reported a position in RJF in Q3 2022 and has held it in 13 quarters since. The position peaked at $2.11M in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Klingman & Associates held 11,468 shares of Raymond James Financial worth $1.74M as of Q2 2026.
Klingman & Associates sold 775 Raymond James Financial shares in Q2 2026, an estimated $118K.
Raymond James Financial made up 0.07% of Klingman & Associates's portfolio in Q2 2026, its #97 holding.
Klingman & Associates first reported a position in Raymond James Financial in Q3 2022 and has held it in 13 quarters since.
Klingman & Associates's Raymond James Financial position peaked at $2.11M in Q3 2025.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.