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 Q3	$232K	Buy	1,469 +15	+1%	+$2.57K	0.06%	52
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Kooman & Associates's RJF Position: Q3 2026 in Review

Kooman & Associates increased its Raymond James Financial (RJF) stake by 1% in Q3 2026, buying an estimated $2.57K and bringing the position to 1,469 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #52.

Kooman & Associates first reported a position in RJF in Q4 2024 and has held it in 8 quarters since. The position peaked at $250K in Q3 2025. 565 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

Kooman & Associates held 1,469 shares of Raymond James Financial worth $232K as of Q3 2026.
Kooman & Associates bought 15 Raymond James Financial shares in Q3 2026, an estimated $2.57K.
Raymond James Financial made up 0.06% of Kooman & Associates's portfolio in Q3 2026, its #52 holding.
Kooman & Associates first reported a position in Raymond James Financial in Q4 2024 and has held it in 8 quarters since.
Kooman & Associates's Raymond James Financial position peaked at $250K in Q3 2025.
565 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Kooman & Associates's 13F filing for Q3 2026, filed 21 Oct 2026.