Raymond James Financial
BWEN icon

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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Raymond James Financial sold out of Broadwind (BWEN) in Q3 2025, closing a stake of 8,400 shares — an estimated $15.2K sold.

Raymond James Financial first reported a position in BWEN in Q2 2025 and held it in 1 quarter. The position peaked at $15.2K in Q2 2025. 44 funds tracked by Wall St. Rank hold BWEN as of Q3 2025.

  • Raymond James Financial reported no remaining Broadwind position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 8,400 Broadwind shares in Q3 2025, an estimated $15.2K.
  • Raymond James Financial first reported a position in Broadwind in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Broadwind position peaked at $15.2K in Q2 2025.
  • 44 funds tracked by Wall St. Rank held Broadwind as of Q3 2025.

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