Raymond James Financial
AIRJ

Raymond James Financial’s Montana Technologies Corp AIRJ Stock Holding History

Raymond James Financial’s Portfolio AIRJ Stock Details AIRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,700
Closed -$31K – 6870
2025
Q2 		$31K Buy
+6,700
New +$30.8K ﹤0.01% 5394

Other funds holding AIRJ

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Raymond James Financial's AIRJ Position: Q3 2025 in Review

Raymond James Financial sold out of Montana Technologies Corp (AIRJ) in Q3 2025, closing a stake of 6,700 shares — an estimated $31K sold.

Raymond James Financial first reported a position in AIRJ in Q2 2025 and held it in 1 quarter. The position peaked at $31K in Q2 2025. 70 funds tracked by Wall St. Rank hold AIRJ as of Q3 2025.

  • Raymond James Financial reported no remaining Montana Technologies Corp position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 6,700 Montana Technologies Corp shares in Q3 2025, an estimated $31K.
  • Raymond James Financial first reported a position in Montana Technologies Corp in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Montana Technologies Corp position peaked at $31K in Q2 2025.
  • 70 funds tracked by Wall St. Rank held Montana Technologies Corp as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.