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KATKAT
4 quarters

Position history for RAYMOND JAMES FINANCIAL INCRAYMOND JAMES FINANCIAL INC's holdings in ADVISORS SER TR

RAYMOND JAMES FINANCIAL INC holds 44,228 shares of KAT (ADVISORS SER TR), worth $2.4M as of 2026-Q2. The position was decreased (-3.7% shares). KAT represents 0.0% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$2.4M

Current Shares

44,228

Total Value Change

-$84,354

Total Shares Change

+240

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
44,228
-3.7%
$2.4M0.0%$54.06
0
2026-Q1
Decreased
45,912
-4.5%
$2.5M0.0%$57.18
0
2025-Q4
Increased
48,081
+9.3%
$2.6M0.0%$55.53
29
2025-Q3
New
43,988
-
$2.5M0.0%$55.97
36

Other major holders of KAT: Focus Partners Wealth, MORGAN STANLEY

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