Koshinski Asset Management
RJF icon

Koshinski Asset Management’s Raymond James Financial RJF Stock Holding History

Koshinski Asset Management’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 		$291K Sell
1,916
-75
-4% -$11.4K 0.02% 624
2026
Q1 		$288K Buy
1,991
+49
+3% +$7.77K 0.02% 590
2025
Q4 		$312K Buy
+1,942
New +$314K 0.02% 557

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Wellington Management Group
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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

Koshinski Asset Management's RJF Position: Q2 2026 in Review

Koshinski Asset Management reduced its Raymond James Financial (RJF) stake by 3.8% in Q2 2026, selling an estimated $11.4K and leaving 1,916 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #624.

Koshinski Asset Management first reported a position in RJF in Q4 2025 and has held it in 3 quarters since. The position peaked at $312K in Q4 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Koshinski Asset Management held 1,916 shares of Raymond James Financial worth $291K as of Q2 2026.
  • Koshinski Asset Management sold 75 Raymond James Financial shares in Q2 2026, an estimated $11.4K.
  • Raymond James Financial made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #624 holding.
  • Koshinski Asset Management first reported a position in Raymond James Financial in Q4 2025 and has held it in 3 quarters since.
  • Koshinski Asset Management's Raymond James Financial position peaked at $312K in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.