Raymond James Financial
SHLS icon

Raymond James Financial’s Shoals Technologies Group SHLS Stock Holding History

Raymond James Financial’s Portfolio SHLS Stock Details SHLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$106K Sell
16,183
-1,306,632
-99% -$10.7M ﹤0.01% 5022
2025
Q4 		$11.3M Buy
+1,322,815
New +$11.9M ﹤0.01% 1853
2025
Q3 		– Sell
-28,862
Closed -$123K – 6462
2025
Q2 		$123K Buy
+28,862
New +$125K ﹤0.01% 4758

Other funds holding SHLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Raymond James Financial's SHLS Position: Q1 2026 in Review

Raymond James Financial reduced its Shoals Technologies Group (SHLS) stake by 99% in Q1 2026, selling an estimated $10.7M and leaving 16,183 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #5022.

Raymond James Financial first reported a position in SHLS in Q2 2025 and has held it in 3 quarters since. The position peaked at $11.3M in Q4 2025. 267 funds tracked by Wall St. Rank hold SHLS as of Q1 2026.

  • Raymond James Financial held 16,183 shares of Shoals Technologies Group worth $106K as of Q1 2026.
  • Raymond James Financial sold 1,306,632 Shoals Technologies Group shares in Q1 2026, an estimated $10.7M.
  • Shoals Technologies Group made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #5022 holding.
  • Raymond James Financial first reported a position in Shoals Technologies Group in Q2 2025 and has held it in 3 quarters since.
  • Raymond James Financial's Shoals Technologies Group position peaked at $11.3M in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.