Raymond James Financial
BFRG icon

Raymond James Financial’s Bullfrog AI BFRG Stock Holding History

Raymond James Financial’s Portfolio BFRG Stock Details BFRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.2K Hold
15,000
– – ﹤0.01% 5192
2025
Q4 		$13.2K Hold
15,000
– – ﹤0.01% 5115
2025
Q3 		$21K Hold
15,000
– – ﹤0.01% 4901
2025
Q2 		$22.6K Hold
15,000
– – ﹤0.01% 5550
2025
Q1 		$24.8K Hold
15,000
– – ﹤0.01% 4700
2024
Q4 		$30K Buy
+15,000
New +$35.4K ﹤0.01% 4676

Other funds holding BFRG

JSSH
J. Safra Sarasin Holding $5.87B AUM 24.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FFG
Fortem Financial Group Palm Desert, California $399M AUM 47.19% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SRL
Scientech Research LLC Jersey City, New Jersey $120M AUM 73.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial held its Bullfrog AI (BFRG) position steady in Q1 2026 at 15,000 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #5192.

Raymond James Financial first reported a position in BFRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $30K in Q4 2024. 19 funds tracked by Wall St. Rank hold BFRG as of Q1 2026.

  • Raymond James Financial held 15,000 shares of Bullfrog AI worth $25.2K as of Q1 2026.
  • Raymond James Financial left its Bullfrog AI share count unchanged in Q1 2026.
  • Bullfrog AI made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #5192 holding.
  • Raymond James Financial first reported a position in Bullfrog AI in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Bullfrog AI position peaked at $30K in Q4 2024.
  • 19 funds tracked by Wall St. Rank held Bullfrog AI as of Q1 2026.

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