Raymond James Financial
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Raymond James Financial’s Empire Petroleum EP Stock Holding History

Raymond James Financial’s Portfolio EP Stock Details EP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,166
Closed -$16.7K – 5513
2025
Q2 		$16.7K Buy
+3,166
New +$15.6K ﹤0.01% 5675

Other funds holding EP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Raymond James Financial's EP Position: Q3 2025 in Review

Raymond James Financial sold out of Empire Petroleum (EP) in Q3 2025, closing a stake of 3,166 shares — an estimated $16.7K sold.

Raymond James Financial first reported a position in EP in Q2 2025 and held it in 1 quarter. The position peaked at $16.7K in Q2 2025. 44 funds tracked by Wall St. Rank hold EP as of Q3 2025.

  • Raymond James Financial reported no remaining Empire Petroleum position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 3,166 Empire Petroleum shares in Q3 2025, an estimated $16.7K.
  • Raymond James Financial first reported a position in Empire Petroleum in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Empire Petroleum position peaked at $16.7K in Q2 2025.
  • 44 funds tracked by Wall St. Rank held Empire Petroleum as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.