Raymond James Financial
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Raymond James Financial’s Evolution Petroleum EPM Stock Holding History

Raymond James Financial’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.67M Sell
996,428
-33,070
-3% -$145K ﹤0.01% 2996
2026
Q1 		$4.72M Buy
1,029,498
+258,805
+34% +$1.08M ﹤0.01% 2635
2025
Q4 		$2.73M Buy
770,693
+296,415
+62% +$1.25M ﹤0.01% 3025
2025
Q3 		$2.29M Buy
474,278
+5,658
+1% +$28.2K ﹤0.01% 3073
2025
Q2 		$2.2M Buy
468,620
+110,687
+31% +$502K ﹤0.01% 3007
2025
Q1 		$1.85M Buy
357,933
+75,437
+27% +$393K ﹤0.01% 3040
2024
Q4 		$1.48M Buy
+282,496
New +$1.55M ﹤0.01% 3187

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial's EPM Position: Q2 2026 in Review

Raymond James Financial reduced its Evolution Petroleum (EPM) stake by 3.2% in Q2 2026, selling an estimated $145K and leaving 996,428 shares worth $3.67M. The position accounts for ﹤0.01% of the portfolio, ranked #2996.

Raymond James Financial first reported a position in EPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.72M in Q1 2026. 118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Raymond James Financial held 996,428 shares of Evolution Petroleum worth $3.67M as of Q2 2026.
  • Raymond James Financial sold 33,070 Evolution Petroleum shares in Q2 2026, an estimated $145K.
  • Evolution Petroleum made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2996 holding.
  • Raymond James Financial first reported a position in Evolution Petroleum in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Evolution Petroleum position peaked at $4.72M in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.