Ontario Teachers' Pension Plan Board’s Raymond James Financial RJF Stock Holding History

Ontario Teachers' Pension Plan Board’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 Q3	–	Sell	-5,560	Closed	-$853K	–	305
2025 Q2	$853K	Buy	5,560 +3,570	+179%	+$511K	0.02%	240
2025 Q1	$276K	Buy	+1,990	New	+$309K	﹤0.01%	392
2024 Q3	–	Sell	-2,279	Closed	-$282K	–	474
2024 Q2	$282K	Sell	2,279 -1,097	-32%	-$135K	﹤0.01%	429
2024 Q1	$434K	Sell	3,376 -2,259	-40%	-$263K	﹤0.01%	440
2023 Q4	$628K	Buy	5,635 +240	+4%	+$24.7K	0.01%	415
2023 Q3	$542K	Buy	+5,395	New	+$571K	0.01%	442
2021 Q2	–	Sell	-10,884	Closed	-$889K	–	490
2021 Q1	$889K	Sell	10,884 -19,092	-64%	-$1.42M	0.01%	168
2020 Q4	$1.91M	Buy	29,976 +24,063	+407%	+$1.38M	0.02%	85
2020 Q3	$287K	Hold	5,913	–	–	﹤0.01%	343
2020 Q2	$271K	Buy	+5,913	New	+$266K	0.01%	346
2018 Q1	–	Sell	-21,038	Closed	-$1.25M	–	536
2017 Q4	$1.25M	Buy	21,038 +17,273	+459%	+$995K	0.02%	454
2017 Q3	$212K	Buy	+3,765	New	+$203K	﹤0.01%	519

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Ontario Teachers' Pension Plan Board's RJF Position: Q3 2025 in Review

Ontario Teachers' Pension Plan Board sold out of Raymond James Financial (RJF) in Q3 2025, closing a stake of 5,560 shares — an estimated $853K sold.

Ontario Teachers' Pension Plan Board first reported a position in RJF in Q3 2017 and held it in 12 quarters. The position peaked at $1.91M in Q4 2020. 893 funds tracked by Wall St. Rank hold RJF as of Q3 2025.

Ontario Teachers' Pension Plan Board reported no remaining Raymond James Financial position as of Q3 2025 after selling out during the quarter.
Ontario Teachers' Pension Plan Board sold 5,560 Raymond James Financial shares in Q3 2025, an estimated $853K.
Ontario Teachers' Pension Plan Board first reported a position in Raymond James Financial in Q3 2017 and held it in 12 quarters.
Ontario Teachers' Pension Plan Board's Raymond James Financial position peaked at $1.91M in Q4 2020.
893 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2025.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q3 2025, filed 7 Nov 2025.