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Oxford Financial Group’s Raymond James Financial RJF Stock Holding History

Oxford Financial Group’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 		$1.1M Hold
7,213
– – 0.06% 102
2026
Q1 		$1.04M Sell
7,213
-114
-2% -$18.1K 0.06% 97
2025
Q4 		$1.18M Sell
7,327
-378
-5% -$61K 0.06% 81
2025
Q3 		$1.33M Buy
7,705
+147
+2% +$24.4K 0.08% 73
2025
Q2 		$1.16M Hold
7,558
– – 0.07% 75
2025
Q1 		$1.05M Buy
7,558
+687
+10% +$107K 0.07% 80
2024
Q4 		$1.07M Sell
6,871
-3,221
-32% -$487K 0.07% 90
2024
Q3 		$1.24M Sell
10,092
-1,400
-12% -$164K 0.08% 78
2024
Q2 		$1.42M Buy
11,492
+353
+3% +$43.6K 0.09% 75
2024
Q1 		$1.43M Buy
11,139
+40
+0.4% +$4.66K 0.1% 63
2023
Q4 		$1.24M Hold
11,099
– – 0.09% 74
2023
Q3 		$1.11M Sell
11,099
-233
-2% -$24.7K 0.1% 71
2023
Q2 		$1.18M Sell
11,332
-7
-0.1% -$650 0.11% 66
2023
Q1 		$1.06M Sell
11,339
-21
-0.2% -$2.23K 0.12% 64
2022
Q4 		$1.21M Buy
11,360
+61
+0.5% +$6.85K 0.14% 61
2022
Q3 		$1.12M Sell
11,299
-4
-0% -$405 0.17% 60
2022
Q2 		$1.01M Sell
11,303
-45
-0.4% -$4.41K 0.15% 63
2022
Q1 		$1.25M Hold
11,348
– – 0.16% 61
2021
Q4 		$1.14M Buy
11,348
+49
+0.4% +$4.84K 0.13% 76
2021
Q3 		$1.04M Sell
11,299
-1
-0% -$90 0.13% 71
2021
Q2 		$979K Hold
11,300
– – 0.13% 76
2021
Q1 		$923K Sell
11,300
-49
-0.4% -$3.65K 0.13% 74
2020
Q4 		$724K Buy
11,349
+49
+0.4% +$2.81K 0.1% 83
2020
Q3 		$548K Hold
11,300
– – 0.09% 89
2020
Q2 		$518K Hold
11,300
– – 0.09% 92
2020
Q1 		$476K Buy
+11,300
New +$637K 0.1% 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

Oxford Financial Group's RJF Position: Q2 2026 in Review

Oxford Financial Group held its Raymond James Financial (RJF) position steady in Q2 2026 at 7,213 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #102.

Oxford Financial Group first reported a position in RJF in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.43M in Q1 2024. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Oxford Financial Group held 7,213 shares of Raymond James Financial worth $1.1M as of Q2 2026.
  • Oxford Financial Group left its Raymond James Financial share count unchanged in Q2 2026.
  • Raymond James Financial made up 0.06% of Oxford Financial Group's portfolio in Q2 2026, its #102 holding.
  • Oxford Financial Group first reported a position in Raymond James Financial in Q1 2020 and has held it in 26 quarters since.
  • Oxford Financial Group's Raymond James Financial position peaked at $1.43M in Q1 2024.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.