Raymond James Financial
BIRD icon

Raymond James Financial’s Smartbird Inc BIRD Stock Holding History

Raymond James Financial’s Portfolio BIRD Stock Details BIRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-239
Closed -$2.54K – 5163
2025
Q2 		$2.54K Buy
+239
New +$1.67K ﹤0.01% 6352

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PP
PDT Partners New York $1.69B AUM 74.01% 1-Year Est. Return
PLU
Performa Ltd (US) Charleston, South Carolina $442M AUM 13.84% 1-Year Est. Return

Raymond James Financial's BIRD Position: Q3 2025 in Review

Raymond James Financial sold out of Smartbird Inc (BIRD) in Q3 2025, closing a stake of 239 shares — an estimated $2.54K sold.

Raymond James Financial first reported a position in BIRD in Q2 2025 and held it in 1 quarter. The position peaked at $2.54K in Q2 2025. 45 funds tracked by Wall St. Rank hold BIRD as of Q3 2025.

  • Raymond James Financial reported no remaining Smartbird Inc position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 239 Smartbird Inc shares in Q3 2025, an estimated $2.54K.
  • Raymond James Financial first reported a position in Smartbird Inc in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Smartbird Inc position peaked at $2.54K in Q2 2025.
  • 45 funds tracked by Wall St. Rank held Smartbird Inc as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.