Raymond James Financial
BFOR icon

Raymond James Financial’s Barron's 400 ETF BFOR Stock Holding History

Raymond James Financial’s Portfolio BFOR Stock Details BFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$393K Sell
16,432
-4,768
-22% -$107K ﹤0.01% 4671
2026
Q1 		$440K Sell
21,200
-100
-0.5% -$2.14K ﹤0.01% 4437
2025
Q4 		$439K Buy
21,300
+9,900
+87% +$201K ﹤0.01% 4355
2025
Q3 		$231K Buy
11,400
+3,180
+39% +$63.2K ﹤0.01% 4547
2025
Q2 		$158K Buy
+8,220
New +$147K ﹤0.01% 4632

Other funds holding BFOR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AW
Alteri Wealth Westlake Village, California $362M AUM 47.63% 1-Year Est. Return
AC
ASB Consultores Aventura, Florida $66.1M AUM 28.66% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
RCM
RMR Capital Management Tustin, California $145M AUM 12.93% 1-Year Est. Return

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

Raymond James Financial reduced its Barron's 400 ETF (BFOR) stake by 22% in Q2 2026, selling an estimated $107K and leaving 16,432 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #4671.

Raymond James Financial first reported a position in BFOR in Q2 2025 and has held it in 5 quarters since. The position peaked at $440K in Q1 2026. 42 funds tracked by Wall St. Rank hold BFOR as of Q2 2026.

  • Raymond James Financial held 16,432 shares of Barron's 400 ETF worth $393K as of Q2 2026.
  • Raymond James Financial sold 4,768 Barron's 400 ETF shares in Q2 2026, an estimated $107K.
  • Barron's 400 ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4671 holding.
  • Raymond James Financial first reported a position in Barron's 400 ETF in Q2 2025 and has held it in 5 quarters since.
  • Raymond James Financial's Barron's 400 ETF position peaked at $440K in Q1 2026.
  • 42 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2026.

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