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Oak Harbor Wealth Partners’s Raymond James Financial RJF Stock Holding History

Oak Harbor Wealth Partners’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 		– Sell
-1,366
Closed -$219K – 290
2025
Q4 		$219K Sell
1,366
-34
-2% -$5.49K 0.05% 187
2025
Q3 		$242K Sell
1,400
-30
-2% -$4.97K 0.06% 184
2025
Q2 		$219K Buy
+1,430
New +$205K 0.06% 186
2025
Q1 		– Sell
-1,430
Closed -$222K – 252
2024
Q4 		$222K Buy
+1,430
New +$216K 0.06% 160
2024
Q2 		– Sell
-1,856
Closed -$238K – 229
2024
Q1 		$238K Hold
1,856
– – 0.07% 153
2023
Q4 		$207K Buy
+1,856
New +$191K 0.07% 164

Other funds holding RJF

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $153B AUM 38.14% 1-Year Est. Return

Oak Harbor Wealth Partners's RJF Position: Q1 2026 in Review

Oak Harbor Wealth Partners sold out of Raymond James Financial (RJF) in Q1 2026, closing a stake of 1,366 shares — an estimated $219K sold.

Oak Harbor Wealth Partners first reported a position in RJF in Q4 2023 and held it in 6 quarters. The position peaked at $242K in Q3 2025. 923 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • Oak Harbor Wealth Partners reported no remaining Raymond James Financial position as of Q1 2026 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 1,366 Raymond James Financial shares in Q1 2026, an estimated $219K.
  • Oak Harbor Wealth Partners first reported a position in Raymond James Financial in Q4 2023 and held it in 6 quarters.
  • Oak Harbor Wealth Partners's Raymond James Financial position peaked at $242K in Q3 2025.
  • 923 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.