RAYMOND JAMES FINANCIAL INC GHM β€” GRAHAM CORP

Ownership history in RAYMOND JAMES FINANCIAL INC  Β·  4 quarters on record

AI Ownership Summary

RAYMOND JAMES FINANCIAL INC reported GRAHAM CORP (GHM) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows GHM at 0.00% 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.

What this GHM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RAYMOND JAMES FINANCIAL INC's position in GRAHAM CORP, 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

GHM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 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.

GHM stock page RAYMOND JAMES FINANCIAL INC fund profile RAYMOND JAMES FINANCIAL INC full holdings
How RAYMOND JAMES FINANCIAL INC held GHM β€” position size vs. price
% of Fund (quarterly)    GHM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED β€” β€” β€” 21,608 +319 +1.5% 0.00% $1.2M 2025-11-14 $59.00
2025 Q2 ADDED β€” β€” β€” 21,289 +3,129 +17.2% 0.00% $1.1M 2025-08-14 $50.15
2025 Q1 REDUCED β€” β€” β€” 18,160 -144 -0.8% 0.00% $523K 2025-05-13 $37.35
2024 Q4 INITIATED β€” β€” β€” 18,304 β€” β€” 0.00% $814K 2025-02-06 $47.28

🏒 Other funds also holding GHM

As of 2026 Q1 β€” sorted by position size

AGMAN CAPITAL LLC 12.68% FFG RETIREMENT ADVISORS LLC 1.75% Yorktown Management & Research Co Inc 3Y 7Y 0.36% GRACE & WHITE INC /NY 3Y 7Y 0.1% HERITAGE INVESTORS MANAGEMENT CORP 3Y 7Y 0.08% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.06% Annex Advisory Services, LLC 3Y 7Y 0.05% WASATCH ADVISORS LP 3Y 7Y 0.04% Conestoga Capital Advisors, LLC 3Y 7Y 0.03% ARS Investment Partners, LLC 3Y 7Y 0.02%

FAQ About RAYMOND JAMES FINANCIAL INC and GHM

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

How long has RAYMOND JAMES FINANCIAL INC reported owning GHM?

RAYMOND JAMES FINANCIAL INC reported GHM across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported GHM position in RAYMOND JAMES FINANCIAL INC's portfolio?

The largest reported portfolio weight for GHM was 0.00% in 2025 Q3.

What is the latest reported GHM position on this page?

The most recent filing on this page is 2025 Q3, when RAYMOND JAMES FINANCIAL INC reported 21,608 shares, equal to 0.00% of portfolio, with an estimated market value of $1.2M.

What does the chart on this GHM ownership page compare?

The chart compares RAYMOND JAMES FINANCIAL INC's quarterly GHM 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 RAYMOND JAMES FINANCIAL INC time their GHM position?

Based on 13F filing dates vs. subsequent GHM price moves, RAYMOND JAMES FINANCIAL INC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on GHM relative to SPY over the holding period was +15.4%.

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