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
Q2 		$101K Buy
134,434
+28,484
+27% +$25.5K ﹤0.01% 5175
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
BL
Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $786B AUM 40.34% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Raymond James Financial's BEAT Position: Q2 2026 in Review

Raymond James Financial increased its Heartbeam (BEAT) stake by 27% in Q2 2026, buying an estimated $25.5K and bringing the position to 134,434 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #5175.

Raymond James Financial first reported a position in BEAT in Q1 2025 and has held it in 6 quarters since. The position peaked at $245K in Q4 2025. 41 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

  • Raymond James Financial held 134,434 shares of Heartbeam worth $101K as of Q2 2026.
  • Raymond James Financial bought 28,484 Heartbeam shares in Q2 2026, an estimated $25.5K.
  • Heartbeam made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #5175 holding.
  • Raymond James Financial first reported a position in Heartbeam in Q1 2025 and has held it in 6 quarters since.
  • Raymond James Financial's Heartbeam position peaked at $245K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.