OIAM
RJF icon

OFI Invest Asset Management’s Raymond James Financial RJF Stock Holding History

OFI Invest Asset Management’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 		– Sell
-1,732
Closed -$218K – 380
2026
Q1 		$218K Buy
1,732
+503
+41% +$79.8K ﹤0.01% 331
2025
Q4 		$168K Buy
1,229
+375
+44% +$60.6K ﹤0.01% 343
2025
Q3 		$125K Buy
+854
New +$142K ﹤0.01% 222
2024
Q2 		$30.4K Sell
264
-8
-3% -$987 ﹤0.01% 328
2024
Q1 		$32.3K Buy
272
+7
+3% +$816 ﹤0.01% 219
2023
Q4 		$26.7K Buy
265
+12
+5% +$1.24K ﹤0.01% 236
2023
Q3 		$24K Buy
+253
New +$26.8K ﹤0.01% 258

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 $3.38T AUM 44.17% 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

OFI Invest Asset Management's RJF Position: Q2 2026 in Review

OFI Invest Asset Management sold out of Raymond James Financial (RJF) in Q2 2026, closing a stake of 1,732 shares — an estimated $218K sold.

OFI Invest Asset Management first reported a position in RJF in Q3 2023 and held it in 7 quarters. The position peaked at $218K in Q1 2026. 903 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • OFI Invest Asset Management reported no remaining Raymond James Financial position as of Q2 2026 after selling out during the quarter.
  • OFI Invest Asset Management sold 1,732 Raymond James Financial shares in Q2 2026, an estimated $218K.
  • OFI Invest Asset Management first reported a position in Raymond James Financial in Q3 2023 and held it in 7 quarters.
  • OFI Invest Asset Management's Raymond James Financial position peaked at $218K in Q1 2026.
  • 903 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on OFI Invest Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.