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
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 $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AW
Alteri Wealth Westlake Village, California $362M AUM 47.63% 1-Year Est. Return
AC
ASB Consultores Aventura, Florida $30.1M AUM 22.96% 1-Year Est. Return

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

Raymond James Financial reduced its Barron's 400 ETF (BFOR) stake by 0.47% in Q1 2026, selling an estimated $2.14K and leaving 21,200 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #4437.

Raymond James Financial first reported a position in BFOR in Q2 2025 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold BFOR as of Q1 2026.

  • Raymond James Financial held 21,200 shares of Barron's 400 ETF worth $440K as of Q1 2026.
  • Raymond James Financial sold 100 Barron's 400 ETF shares in Q1 2026, an estimated $2.14K.
  • Barron's 400 ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4437 holding.
  • Raymond James Financial first reported a position in Barron's 400 ETF in Q2 2025 and has held it in 4 quarters since.
  • 41 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q1 2026.

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