Raymond James Financial
CIK

Raymond James Financial’s UBS Asset Management Income Fund, Inc. CIK Stock Holding History

Raymond James Financial’s Portfolio CIK Stock Details CIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,597
Closed -$27.1K – 5424
2026
Q1 		$27.1K Hold
10,597
– – ﹤0.01% 5188
2025
Q4 		$30K Buy
+10,597
New +$30.2K ﹤0.01% 5053
2025
Q3 		– Sell
-8,470
Closed -$25.1K – 5291
2025
Q2 		$25.1K Buy
+8,470
New +$24K ﹤0.01% 5500

Other funds holding CIK

LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

Raymond James Financial sold out of UBS Asset Management Income Fund, Inc. (CIK) in Q2 2026, closing a stake of 10,597 shares — an estimated $27.1K sold.

Raymond James Financial first reported a position in CIK in Q2 2025 and held it in 3 quarters. The position peaked at $30K in Q4 2025. 52 funds tracked by Wall St. Rank hold CIK as of Q2 2026.

  • Raymond James Financial reported no remaining UBS Asset Management Income Fund, Inc. position as of Q2 2026 after selling out during the quarter.
  • Raymond James Financial sold 10,597 UBS Asset Management Income Fund, Inc. shares in Q2 2026, an estimated $27.1K.
  • Raymond James Financial first reported a position in UBS Asset Management Income Fund, Inc. in Q2 2025 and held it in 3 quarters.
  • Raymond James Financial's UBS Asset Management Income Fund, Inc. position peaked at $30K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q2 2026.

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