Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Raymond James Financial RJF Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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
Q1 		$30.5M Sell
210,922
-172,947
-45% -$27.4M 0.05% 276
2025
Q4 		$61.6M Sell
383,869
-83,056
-18% -$13.4M 0.1% 165
2025
Q3 		$80.6M Buy
466,925
+348,782
+295% +$57.8M 0.15% 128
2025
Q2 		$18.1M Buy
118,143
+5,544
+5% +$794K 0.04% 301
2025
Q1 		$15.6M Buy
112,599
+2,199
+2% +$341K 0.03% 328
2024
Q4 		$17.1M Sell
110,400
-5,535
-5% -$836K 0.04% 324
2024
Q3 		$14.2M Buy
115,935
+4,473
+4% +$522K 0.03% 312
2024
Q2 		$13.8M Buy
111,462
+58,200
+109% +$7.18M 0.04% 244
2024
Q1 		$6.84M Sell
53,262
-85,606
-62% -$9.98M 0.02% 334
2023
Q4 		$15.5M Buy
+138,868
New +$14.3M 0.05% 219
2023
Q2 		– Sell
-22,952
Closed -$2.14M – 1388
2023
Q1 		$2.14M Buy
+22,952
New +$2.43M 0.01% 566
2022
Q4 		– Sell
-48,733
Closed -$4.82M – 1600
2022
Q3 		$4.82M Sell
48,733
-18,634
-28% -$1.89M 0.02% 395
2022
Q2 		$6.02M Buy
67,367
+13,076
+24% +$1.28M 0.03% 352
2022
Q1 		$5.97M Sell
54,291
-63,639
-54% -$6.74M 0.02% 446
2021
Q4 		$11.8M Buy
117,930
+5,978
+5% +$591K 0.03% 384
2021
Q3 		$10.3M Buy
111,952
+433
+0.4% +$38.8K 0.03% 346
2021
Q2 		$9.66M Buy
111,519
+30,582
+38% +$2.66M 0.02% 423
2021
Q1 		$6.61M Buy
+80,937
New +$6.03M 0.02% 411
2020
Q3 		– Sell
-1,434
Closed -$66K – 1141
2020
Q2 		$66K Buy
+1,434
New +$64.6K ﹤0.01% 726

Other funds holding RJF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's RJF Position: Q1 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reduced its Raymond James Financial (RJF) stake by 45% in Q1 2026, selling an estimated $27.4M and leaving 210,922 shares worth $30.5M. The position accounts for 0.05% of the portfolio, ranked #276.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in RJF in Q2 2020 and has held it in 19 quarters since. The position peaked at $80.6M in Q3 2025. 920 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 210,922 shares of Raymond James Financial worth $30.5M as of Q1 2026.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 172,947 Raymond James Financial shares in Q1 2026, an estimated $27.4M.
  • Raymond James Financial made up 0.05% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q1 2026, its #276 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Raymond James Financial in Q2 2020 and has held it in 19 quarters since.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Raymond James Financial position peaked at $80.6M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2026, filed 14 May 2026.