Raymond James Financial
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Raymond James Financial’s Heartbeam BEAT Stock Holding History

Raymond James Financial’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$129K Buy
105,950
+3,900
+4% +$6.22K ﹤0.01% 4987
2025
Q4 		$245K Buy
102,050
+14,000
+16% +$24K ﹤0.01% 4688
2025
Q3 		$145K Buy
88,050
+59,872
+212% +$77K ﹤0.01% 4685
2025
Q2 		$35.2K Buy
28,178
+14,242
+102% +$23.6K ﹤0.01% 5324
2025
Q1 		$28K Buy
+13,936
New +$29.7K ﹤0.01% 4689

Other funds holding BEAT

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

Raymond James Financial increased its Heartbeam (BEAT) stake by 3.8% in Q1 2026, buying an estimated $6.22K and bringing the position to 105,950 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #4987.

Raymond James Financial first reported a position in BEAT in Q1 2025 and has held it in 5 quarters since. The position peaked at $245K in Q4 2025. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

  • Raymond James Financial held 105,950 shares of Heartbeam worth $129K as of Q1 2026.
  • Raymond James Financial bought 3,900 Heartbeam shares in Q1 2026, an estimated $6.22K.
  • Heartbeam made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4987 holding.
  • Raymond James Financial first reported a position in Heartbeam in Q1 2025 and has held it in 5 quarters since.
  • Raymond James Financial's Heartbeam position peaked at $245K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

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