Achmea Investment Management B.V. RJF — Raymond James Financial Inc

Ownership history in Achmea Investment Management B.V.  ·  24 quarters on record

AI Ownership Summary

Achmea Investment Management B.V. reported Raymond James Financial Inc (RJF) in 24 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.04% in 2024 Q4. The latest visible filing shows RJF at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RJF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Achmea Investment Management B.V.'s position in Raymond James Financial Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

RJF was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RJF stock page Achmea Investment Management B.V. fund profile Achmea Investment Management B.V. full holdings
How Achmea Investment Management B.V. held RJF — position size vs. price
% of Fund (quarterly)    RJF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 7,301 — 0% 0.02% $1.3M 2025-11-21 $151.37
2025 Q2 UNCHANGED — — — 7,301 — 0% 0.01% $1.1M 2025-08-06 $164.51
2025 Q1 REDUCED 53.1% +10.8% ❌ 7,301 -8,256 -53.1% 0.01% $1.0M 2025-04-24 $134.97
2024 Q4 ADDED — — — 15,557 +3,065 +24.5% 0.04% $2.4M 2025-02-10 $159.13
2024 Q3 ADDED — — — 12,492 +1,986 +18.9% 0.03% $1.5M 2024-11-12 $158.48
2024 Q2 ADDED — — — 10,506 +4,239 +67.6% 0.02% $1.3M 2024-08-08 $105.97
2024 Q1 REDUCED 22.9% -3.7% ✅ 6,267 -1,863 -22.9% 0.02% $805K 2024-05-08 $121.57
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RJF

As of 2026 Q2 — sorted by position size

AVITY INVESTMENT MANAGEMENT INC. 3Y 7Y 1.01% Adelphi Trust Co 0.74% CULLEN INVESTMENT GROUP, LTD. 0.44% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.43% Stablepoint Partners, LLC 0.3% Bill Few Associates, Inc. 3Y 0.26% Quad-Cities Investment Group, LLC 3Y 7Y 0.17% TT International Asset Management LTD 3Y 0.15% Agate Pass Investment Management, LLC 3Y 0.14% Hennion & Walsh Asset Management, Inc. 3Y 0.14%

FAQ About Achmea Investment Management B.V. and RJF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Achmea Investment Management B.V. reported owning RJF?

Achmea Investment Management B.V. reported RJF across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported RJF position in Achmea Investment Management B.V.'s portfolio?

The largest reported portfolio weight for RJF was 0.04% in 2024 Q4.

What is the latest reported RJF position on this page?

The most recent filing on this page is 2025 Q3, when Achmea Investment Management B.V. reported 7,301 shares, equal to 0.02% of portfolio, with an estimated market value of $1.3M.

What does the chart on this RJF ownership page compare?

The chart compares Achmea Investment Management B.V.'s quarterly RJF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Achmea Investment Management B.V. time their RJF position?

Based on 13F filing dates vs. subsequent RJF price moves, Achmea Investment Management B.V. correctly timed 7 out of 12 reported position changes (58%). The annualised alpha on RJF relative to SPY over the holding period was +9.7%.

← Back to Achmea Investment Management B.V. Holdings