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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Kooman & Associates's RJF Position: Q1 2026 in Review

Kooman & Associates reduced its Raymond James Financial (RJF) stake by 0.21% in Q1 2026, selling an estimated $476 and leaving 1,445 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #47.

Kooman & Associates first reported a position in RJF in Q4 2024 and has held it in 6 quarters since. The position peaked at $250K in Q3 2025. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Kooman & Associates held 1,445 shares of Raymond James Financial worth $209K as of Q1 2026.
  • Kooman & Associates sold 3 Raymond James Financial shares in Q1 2026, an estimated $476.
  • Raymond James Financial made up 0.06% of Kooman & Associates's portfolio in Q1 2026, its #47 holding.
  • Kooman & Associates first reported a position in Raymond James Financial in Q4 2024 and has held it in 6 quarters since.
  • Kooman & Associates's Raymond James Financial position peaked at $250K in Q3 2025.
  • 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Kooman & Associates's 13F filing for Q1 2026, filed 21 Apr 2026.