Raymond James Financial
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Raymond James Financial’s Broadwind BWEN Stock Holding History

Raymond James Financial’s Portfolio BWEN Stock Details BWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$681K Buy
+140,946
New +$467K ﹤0.01% 4280
2025
Q3 		– Sell
-8,400
Closed -$15.2K – 5228
2025
Q2 		$15.2K Buy
+8,400
New +$14.2K ﹤0.01% 5719

Other funds holding BWEN

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return

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

Raymond James Financial opened a new position in Broadwind (BWEN) in Q2 2026: 140,946 shares worth $681K. The stake represents ﹤0.01% of the portfolio and ranks #4280 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in BWEN as recently as Q2 2025.

Raymond James Financial first reported a position in BWEN in Q2 2025 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold BWEN as of Q2 2026.

  • Raymond James Financial held 140,946 shares of Broadwind worth $681K as of Q2 2026.
  • Broadwind was a new Raymond James Financial position in Q2 2026.
  • Broadwind made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4280 holding.
  • Raymond James Financial first reported a position in Broadwind in Q2 2025 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held Broadwind as of Q2 2026.

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