Raymond James Financial’s RiverNorth Opportunities Fund RIV Stock Holding History

Raymond James Financial’s Portfolio RIV Stock Details RIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.98M	Buy	169,706 +109,817	+183%	+$1.27M	﹤0.01%	3491
2026 Q1	$665K	Buy	59,889 +179	+0.3%	+$2.1K	﹤0.01%	4149
2025 Q4	$701K	Sell	59,710 -7,507	-11%	-$87.6K	﹤0.01%	4017
2025 Q3	$807K	Buy	67,217 +4,002	+6%	+$49.1K	﹤0.01%	3822
2025 Q2	$775K	Buy	63,215 +1,047	+2%	+$12.3K	﹤0.01%	3732
2025 Q1	$733K	Buy	62,168 +2,278	+4%	+$27.5K	﹤0.01%	3700
2024 Q4	$688K	Buy	+59,890	New	+$747K	﹤0.01%	3705

Other funds holding RIV

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

EAM

Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Raymond James Financial increased its RiverNorth Opportunities Fund (RIV) stake by 183% in Q2 2026, buying an estimated $1.27M and bringing the position to 169,706 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #3491.

Raymond James Financial first reported a position in RIV in Q4 2024 and has held it in 7 quarters since. 60 funds tracked by Wall St. Rank hold RIV as of Q2 2026.

Raymond James Financial held 169,706 shares of RiverNorth Opportunities Fund worth $1.98M as of Q2 2026.
Raymond James Financial bought 109,817 RiverNorth Opportunities Fund shares in Q2 2026, an estimated $1.27M.
RiverNorth Opportunities Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3491 holding.
Raymond James Financial first reported a position in RiverNorth Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
60 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2026.

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