RAYMOND JAMES FINANCIAL INC SIO — TOUCHSTONE ETF TRUST

Ownership history in RAYMOND JAMES FINANCIAL INC  ·  5 quarters on record

AI Ownership Summary

RAYMOND JAMES FINANCIAL INC reported TOUCHSTONE ETF TRUST (SIO) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows SIO at 0.01% 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 SIO 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 TOUCHSTONE ETF TRUST, 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
2026 Q1

SIO was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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.

SIO stock page RAYMOND JAMES FINANCIAL INC fund profile RAYMOND JAMES FINANCIAL INC full holdings
How RAYMOND JAMES FINANCIAL INC held SIO — position size vs. price
% of Fund (quarterly)    SIO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 640,143 +175,730 +37.8% 0.01% $16.4M 2026-05-14 $25.56
2025 Q4 ADDED — — — 464,413 +408,017 +723.5% 0.00% $12.1M 2026-02-18 $25.81
2025 Q3 ADDED — — — 56,396 +16,980 +43.1% 0.00% $1.5M 2025-11-14 $25.20
2025 Q2 ADDED — — — 39,416 +3,852 +10.8% 0.00% $1.0M 2025-08-14 $24.67
2025 Q1 INITIATED — — — 35,564 — — 0.00% $917K 2025-05-13 $23.86

🏢 Other funds also holding SIO

As of 2026 Q1 — sorted by position size

Willow Financial LLC 6.21% FFG RETIREMENT ADVISORS LLC 2.98% FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3Y 7Y 0.81% Brookwood Investment Group LLC 0.51% RHL GROUP, LLC 0.34% VICTORY FINANCIAL GROUP, LLC 0.22% Baer Investment Advisory LLC 0.22% Acorn Wealth Advisors, LLC 3Y 7Y 0.11% THRIVENT FINANCIAL FOR LUTHERANS 3Y 7Y 0.08% Janney Montgomery Scott LLC 3Y 7Y 0.02%

FAQ About RAYMOND JAMES FINANCIAL INC and SIO

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 SIO?

RAYMOND JAMES FINANCIAL INC reported SIO across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

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

The largest reported portfolio weight for SIO was 0.01% in 2026 Q1.

What is the latest reported SIO position on this page?

The most recent filing on this page is 2026 Q1, when RAYMOND JAMES FINANCIAL INC reported 640,143 shares, equal to 0.01% of portfolio, with an estimated market value of $16.4M.

What does the chart on this SIO ownership page compare?

The chart compares RAYMOND JAMES FINANCIAL INC's quarterly SIO 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.

How well did RAYMOND JAMES FINANCIAL INC time their SIO position?

Based on 13F filing dates vs. subsequent SIO price moves, RAYMOND JAMES FINANCIAL INC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on SIO relative to SPY over the holding period was -16.9%.

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