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Oak Thistle LLC’s Raymond James Financial RJF Stock Holding History

Oak Thistle LLC’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
2025
Q2 		– Sell
-2,995
Closed -$416K – 580
2025
Q1 		$416K Buy
+2,995
New +$465K 0.08% 317
2023
Q4 		– Sell
-7,744
Closed -$778K – 615
2023
Q3 		$778K Buy
+7,744
New +$819K 0.23% 183
2023
Q2 		– Sell
-6,838
Closed -$638K – 517
2023
Q1 		$638K Buy
+6,838
New +$724K 0.38% 79

Other funds holding RJF

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Oak Thistle LLC's RJF Position: Q2 2025 in Review

Oak Thistle LLC sold out of Raymond James Financial (RJF) in Q2 2025, closing a stake of 2,995 shares — an estimated $416K sold.

Oak Thistle LLC first reported a position in RJF in Q1 2023 and held it in 3 quarters. The position peaked at $778K in Q3 2023. 853 funds tracked by Wall St. Rank hold RJF as of Q2 2025.

  • Oak Thistle LLC reported no remaining Raymond James Financial position as of Q2 2025 after selling out during the quarter.
  • Oak Thistle LLC sold 2,995 Raymond James Financial shares in Q2 2025, an estimated $416K.
  • Oak Thistle LLC first reported a position in Raymond James Financial in Q1 2023 and held it in 3 quarters.
  • Oak Thistle LLC's Raymond James Financial position peaked at $778K in Q3 2023.
  • 853 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2025.

Based on Oak Thistle LLC's 13F filing for Q2 2025, filed 8 Aug 2025.