RAYMOND JAMES FINANCIAL INC RKLB — ROCKET LAB USA INC

Ownership history in RAYMOND JAMES FINANCIAL INC  ·  9 quarters on record

AI Ownership Summary

RAYMOND JAMES FINANCIAL INC reported ROCKET LAB USA INC (RKLB) in 9 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows RKLB 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 RKLB 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 ROCKET LAB USA 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 Q4

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

High-water mark
Peak Conviction
0.01% in 2025 Q4

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 Q4

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.

RKLB stock page RAYMOND JAMES FINANCIAL INC fund profile RAYMOND JAMES FINANCIAL INC full holdings
How RAYMOND JAMES FINANCIAL INC held RKLB — position size vs. price
% of Fund (quarterly)    RKLB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 99.9% -7.9% ✅ 1,000 -681,836 -99.9% 0.00% $10K 2026-02-14 (Est.) $67.44
2025 Q4 REDUCED — — — 682,836 -26,291 -3.7% 0.01% $47.6M 2026-02-14 (Est.) $67.44
2025 Q3 ADDED — — — 709,127 +708,527 +118087.8% 0.01% $34.0M 2025-11-14 $45.54
2025 Q3 REDUCED 40.0% +46.4% ❌ 600 -400 -40.0% 0.00% $28K 2025-11-14 $45.54
2025 Q3 ADDED — — — 1,000 +600 +150.0% 0.00% $10K 2025-11-14 $45.54
2025 Q2 REDUCED 99.9% +31.4% ❌ 400 -688,222 -99.9% 0.00% $10K 2025-08-14 $42.81
2025 Q2 ADDED — — — 688,622 +87,125 +14.5% 0.01% $24.6M 2025-08-14 $42.81
2025 Q1 ADDED — — — 601,497 +375,831 +166.5% 0.00% $10.8M 2025-05-13 $21.83
2024 Q4 INITIATED — — — 225,666 — — 0.00% $5.7M 2025-02-06 $27.68

🏢 Other funds also holding RKLB

As of 2026 Q1 — sorted by position size

TB Alternative Assets Ltd. 3Y 7Y 4.79% Connective Portfolio Management, LLC 3Y 2.78% UDINE WEALTH MANAGEMENT, INC. 3Y 2.0% ZEVENBERGEN CAPITAL INVESTMENTS LLC 3Y 7Y 1.89% Terra Nova Asset Management LLC 3Y 7Y 1.51% Pinnacle Wealth Management, LLC 3Y 0.96% Intellectus Partners, LLC 3Y 7Y 0.83% SLT Holdings LLC 0.71% Overbrook Management Corp 3Y 7Y 0.71% SANDERS MORRIS HARRIS LLC 3Y 7Y 0.53%

FAQ About RAYMOND JAMES FINANCIAL INC and RKLB

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 RKLB?

RAYMOND JAMES FINANCIAL INC reported RKLB across 9 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

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

The largest reported portfolio weight for RKLB was 0.01% in 2025 Q4.

What is the latest reported RKLB position on this page?

The most recent filing on this page is 2025 Q4, when RAYMOND JAMES FINANCIAL INC reported 1,000 shares, equal to 0.00% of portfolio, with an estimated market value of $10K.

What does the chart on this RKLB ownership page compare?

The chart compares RAYMOND JAMES FINANCIAL INC's quarterly RKLB 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 RKLB position?

Based on 13F filing dates vs. subsequent RKLB price moves, RAYMOND JAMES FINANCIAL INC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on RKLB relative to SPY over the holding period was +57.8%.

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