Raymond James Financial
BPT

Raymond James Financial’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Raymond James Financial’s Portfolio BPT Stock Details BPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,420
Closed -$713 – 5199
2025
Q2 		$713 Buy
+1,420
New +$835 ﹤0.01% 6621

Other funds holding BPT

WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
GC
Gould Capital Tacoma, Washington $165M AUM 19.29% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Raymond James Financial sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q3 2025, closing a stake of 1,420 shares — an estimated $713 sold.

Raymond James Financial first reported a position in BPT in Q2 2025 and held it in 1 quarter. The position peaked at $713 in Q2 2025. 11 funds tracked by Wall St. Rank hold BPT as of Q3 2025.

  • Raymond James Financial reported no remaining BP Prudhoe Bay Royalty Trust position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 1,420 BP Prudhoe Bay Royalty Trust shares in Q3 2025, an estimated $713.
  • Raymond James Financial first reported a position in BP Prudhoe Bay Royalty Trust in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's BP Prudhoe Bay Royalty Trust position peaked at $713 in Q2 2025.
  • 11 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q3 2025.

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