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

Kooman & 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 		$221K Buy
1,454
+9
+0.6% +$1.37K 0.06% 53
2026
Q1 		$209K Sell
1,445
-3
-0.2% -$476 0.06% 47
2025
Q4 		$233K Hold
1,448
– – 0.07% 46
2025
Q3 		$250K Buy
1,448
+1
+0.1% +$166 0.08% 45
2025
Q2 		$222K Buy
1,447
+5
+0.3% +$716 0.08% 47
2025
Q1 		$200K Buy
1,442
+14
+1% +$2.17K 0.07% 46
2024
Q4 		$222K Buy
+1,428
New +$216K 0.08% 44

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

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

Kooman & Associates increased its Raymond James Financial (RJF) stake by 0.62% in Q2 2026, buying an estimated $1.37K and bringing the position to 1,454 shares worth $221K. The position accounts for 0.06% of the portfolio, ranked #53.

Kooman & Associates first reported a position in RJF in Q4 2024 and has held it in 7 quarters since. The position peaked at $250K in Q3 2025. 903 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Kooman & Associates held 1,454 shares of Raymond James Financial worth $221K as of Q2 2026.
  • Kooman & Associates bought 9 Raymond James Financial shares in Q2 2026, an estimated $1.37K.
  • Raymond James Financial made up 0.06% of Kooman & Associates's portfolio in Q2 2026, its #53 holding.
  • Kooman & Associates first reported a position in Raymond James Financial in Q4 2024 and has held it in 7 quarters since.
  • Kooman & Associates's Raymond James Financial position peaked at $250K in Q3 2025.
  • 903 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Kooman & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.