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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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.