Raymond James Financial
BIZD icon

Raymond James Financial’s VanEck BDC Income ETF BIZD Stock Holding History

Raymond James Financial’s Portfolio BIZD Stock Details BIZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.59M Sell
441,761
-1,375,485
-76% -$17.4M ﹤0.01% 2648
2026
Q1 		$23.3M Buy
1,817,246
+414,452
+30% +$5.58M 0.01% 1352
2025
Q4 		$19.9M Buy
1,402,794
+943,103
+205% +$13.5M 0.01% 1446
2025
Q3 		$6.87M Buy
459,691
+37,009
+9% +$592K ﹤0.01% 2221
2025
Q2 		$6.88M Buy
422,682
+7,666
+2% +$120K ﹤0.01% 2154
2025
Q1 		$6.96M Buy
415,016
+82,354
+25% +$1.41M ﹤0.01% 2082
2024
Q4 		$5.53M Buy
+332,662
New +$5.49M ﹤0.01% 2264

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 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
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

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

Raymond James Financial reduced its VanEck BDC Income ETF (BIZD) stake by 76% in Q2 2026, selling an estimated $17.4M and leaving 441,761 shares worth $5.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2648.

Raymond James Financial first reported a position in BIZD in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.3M in Q1 2026. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Raymond James Financial held 441,761 shares of VanEck BDC Income ETF worth $5.59M as of Q2 2026.
  • Raymond James Financial sold 1,375,485 VanEck BDC Income ETF shares in Q2 2026, an estimated $17.4M.
  • VanEck BDC Income ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2648 holding.
  • Raymond James Financial first reported a position in VanEck BDC Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's VanEck BDC Income ETF position peaked at $23.3M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

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