Kohmann Bosshard Financial Services’s Raymond James Financial RJF Stock Holding History

Kohmann Bosshard Financial 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	$249K	Hold	1,638	–	–	0.02%	198
2026 Q1	$237K	Hold	1,638	–	–	0.02%	183
2025 Q4	$263K	Hold	1,638	–	–	0.02%	232
2025 Q3	$283K	Hold	1,638	–	–	0.03%	179
2025 Q2	$251K	Hold	1,638	–	–	0.03%	167
2025 Q1	$228K	Sell	1,638 -323	-16%	-$50.1K	0.03%	198
2024 Q4	$305K	Sell	1,961 -964	-33%	-$146K	0.04%	152
2024 Q3	$358K	Hold	2,925	–	–	0.04%	138
2024 Q2	$362K	Hold	2,925	–	–	0.05%	137
2024 Q1	$376K	Hold	2,925	–	–	0.05%	135
2023 Q4	$326K	Hold	2,925	–	–	0.05%	141
2023 Q3	$294K	Hold	2,925	–	–	0.05%	136
2023 Q2	$304K	Hold	2,925	–	–	0.05%	137
2023 Q1	$273K	Hold	2,925	–	–	0.05%	124
2022 Q4	$313K	Hold	2,925	–	–	0.06%	110
2022 Q3	$289K	Hold	2,925	–	–	0.06%	102
2022 Q2	$262K	Hold	2,925	–	–	0.06%	110
2022 Q1	$321K	Buy	+2,925	New	+$310K	0.06%	99

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

Kohmann Bosshard Financial Services's RJF Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its Raymond James Financial (RJF) position steady in Q2 2026 at 1,638 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #198.

Kohmann Bosshard Financial Services first reported a position in RJF in Q1 2022 and has held it in 18 quarters since. The position peaked at $376K in Q1 2024. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

Kohmann Bosshard Financial Services held 1,638 shares of Raymond James Financial worth $249K as of Q2 2026.
Kohmann Bosshard Financial Services left its Raymond James Financial share count unchanged in Q2 2026.
Raymond James Financial made up 0.02% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #198 holding.
Kohmann Bosshard Financial Services first reported a position in Raymond James Financial in Q1 2022 and has held it in 18 quarters since.
Kohmann Bosshard Financial Services's Raymond James Financial position peaked at $376K in Q1 2024.
899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.