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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
2026
Q3 		$1.73M Buy
+10,940
New +$1.88M 0.16% 256
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Oak Thistle LLC's RJF Position: Q3 2026 in Review

Oak Thistle LLC opened a new position in Raymond James Financial (RJF) in Q3 2026: 10,940 shares worth $1.73M. The stake represents 0.16% of the portfolio and ranks #256 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in RJF as recently as Q1 2025.

Oak Thistle LLC first reported a position in RJF in Q1 2023 and has held it in 4 quarters since. 777 funds tracked by Wall St. Rank hold RJF as of Q3 2026.

  • Oak Thistle LLC held 10,940 shares of Raymond James Financial worth $1.73M as of Q3 2026.
  • Raymond James Financial was a new Oak Thistle LLC position in Q3 2026.
  • Raymond James Financial made up 0.16% of Oak Thistle LLC's portfolio in Q3 2026, its #256 holding.
  • Oak Thistle LLC first reported a position in Raymond James Financial in Q1 2023 and has held it in 4 quarters since.
  • 777 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.