Raymond James Financial
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Raymond James Financial’s WD-40 WDFC Stock Holding History

Raymond James Financial’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.8M Sell
72,495
-1,272
-2% -$284K ﹤0.01% 1699
2025
Q4 		$14.7M Sell
73,767
-2,420
-3% -$477K ﹤0.01% 1672
2025
Q3 		$15.1M Sell
76,187
-3,433
-4% -$744K ﹤0.01% 1619
2025
Q2 		$18.2M Sell
79,620
-1,076
-1% -$253K 0.01% 1444
2025
Q1 		$19.7M Buy
80,696
+6,924
+9% +$1.64M 0.01% 1323
2024
Q4 		$17.9M Buy
+73,772
New +$19.6M 0.01% 1410

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Raymond James Financial reduced its WD-40 (WDFC) stake by 1.7% in Q1 2026, selling an estimated $284K and leaving 72,495 shares worth $14.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Raymond James Financial first reported a position in WDFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.7M in Q1 2025. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • Raymond James Financial held 72,495 shares of WD-40 worth $14.8M as of Q1 2026.
  • Raymond James Financial sold 1,272 WD-40 shares in Q1 2026, an estimated $284K.
  • WD-40 made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1699 holding.
  • Raymond James Financial first reported a position in WD-40 in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's WD-40 position peaked at $19.7M in Q1 2025.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

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