TOI β€” THE ONCOLOGY INSTITUTE INC

Ownership history in RAYMOND JAMES FINANCIAL INC  Β·  2 quarters on record

AI Ownership Summary

RAYMOND JAMES FINANCIAL INC reported THE ONCOLOGY INSTITUTE INC (TOI) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows TOI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TOI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RAYMOND JAMES FINANCIAL INC's position in THE ONCOLOGY INSTITUTE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

TOI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How RAYMOND JAMES FINANCIAL INC held TOI β€” position size vs. price
% of Fund (quarterly)    TOI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 35,748 +33,417 +1433.6% 0.00% $125K 2025-11-14 $3.97
2025 Q2 INITIATED 2,331 β€” β€” 0.00% $5K 2025-08-14 $3.67

FAQ About RAYMOND JAMES FINANCIAL INC and TOI

These are the practical questions this page is built to answer before you even open the full history table.

How long has RAYMOND JAMES FINANCIAL INC reported owning TOI?

RAYMOND JAMES FINANCIAL INC reported TOI across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported TOI position in RAYMOND JAMES FINANCIAL INC's portfolio?

The largest reported portfolio weight for TOI was 0.00% in 2025 Q3.

What is the latest reported TOI position on this page?

The most recent filing on this page is 2025 Q3, when RAYMOND JAMES FINANCIAL INC reported 35,748 shares, equal to 0.00% of portfolio, with an estimated market value of $125K.

What does the chart on this TOI ownership page compare?

The chart compares RAYMOND JAMES FINANCIAL INC's quarterly TOI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to RAYMOND JAMES FINANCIAL INC Holdings