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Oarsman Capital’s Raymond James Financial RJF Stock Holding History

Oarsman Capital’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
Q2 		$1.84M Buy
12,117
+303
+3% +$46K 0.2% 74
2026
Q1 		$1.71M Buy
11,814
+99
+0.8% +$15.7K 0.21% 77
2025
Q4 		$1.88M Buy
11,715
+488
+4% +$78.8K 0.24% 71
2025
Q3 		$1.94M Buy
11,227
+84
+0.8% +$13.9K 0.27% 66
2025
Q2 		$1.71M Buy
11,143
+277
+3% +$39.7K 0.27% 75
2025
Q1 		$1.51M Buy
10,866
+212
+2% +$32.9K 0.27% 80
2024
Q4 		$1.65M Buy
10,654
+323
+3% +$48.8K 0.29% 69
2024
Q3 		$1.27M Buy
10,331
+225
+2% +$26.3K 0.23% 82
2024
Q2 		$1.25M Buy
10,106
+320
+3% +$39.5K 0.27% 77
2024
Q1 		$1.26M Sell
9,786
-974
-9% -$113K 0.3% 77
2023
Q4 		$1.2M Buy
10,760
+99
+0.9% +$10.2K 0.32% 75
2023
Q3 		$1.07M Buy
10,661
+391
+4% +$41.4K 0.45% 60
2023
Q2 		$1.07M Buy
10,270
+2,588
+34% +$240K 0.47% 59
2023
Q1 		$717K Buy
7,682
+3,076
+67% +$326K 0.33% 76
2022
Q4 		$492K Buy
+4,606
New +$517K 0.25% 89

Other funds holding RJF

BlackRock
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Oarsman Capital's RJF Position: Q2 2026 in Review

Oarsman Capital increased its Raymond James Financial (RJF) stake by 2.6% in Q2 2026, buying an estimated $46K and bringing the position to 12,117 shares worth $1.84M. The position accounts for 0.2% of the portfolio, ranked #74.

Oarsman Capital first reported a position in RJF in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.94M in Q3 2025. 897 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Oarsman Capital held 12,117 shares of Raymond James Financial worth $1.84M as of Q2 2026.
  • Oarsman Capital bought 303 Raymond James Financial shares in Q2 2026, an estimated $46K.
  • Raymond James Financial made up 0.2% of Oarsman Capital's portfolio in Q2 2026, its #74 holding.
  • Oarsman Capital first reported a position in Raymond James Financial in Q4 2022 and has held it in 15 quarters since.
  • Oarsman Capital's Raymond James Financial position peaked at $1.94M in Q3 2025.
  • 897 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.