Raymond James Financial
CMBS icon

Raymond James Financial’s iShares CMBS ETF CMBS Stock Holding History

Raymond James Financial’s Portfolio CMBS Stock Details CMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.7M Buy
137,709
+25,020
+22% +$1.22M ﹤0.01% 2503
2026
Q1 		$5.49M Buy
112,689
+5,473
+5% +$269K ﹤0.01% 2507
2025
Q4 		$5.26M Buy
107,216
+49,114
+85% +$2.41M ﹤0.01% 2472
2025
Q3 		$2.85M Buy
58,102
+9,468
+19% +$462K ﹤0.01% 2902
2025
Q2 		$2.37M Sell
48,634
-8,117
-14% -$391K ﹤0.01% 2940
2025
Q1 		$2.72M Buy
56,751
+1,044
+2% +$49.8K ﹤0.01% 2772
2024
Q4 		$2.63M Buy
+55,707
New +$2.65M ﹤0.01% 2776

Other funds holding CMBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Raymond James Financial increased its iShares CMBS ETF (CMBS) stake by 22% in Q2 2026, buying an estimated $1.22M and bringing the position to 137,709 shares worth $6.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2503.

Raymond James Financial first reported a position in CMBS in Q4 2024 and has held it in 7 quarters since. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Raymond James Financial held 137,709 shares of iShares CMBS ETF worth $6.7M as of Q2 2026.
  • Raymond James Financial bought 25,020 iShares CMBS ETF shares in Q2 2026, an estimated $1.22M.
  • iShares CMBS ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2503 holding.
  • Raymond James Financial first reported a position in iShares CMBS ETF in Q4 2024 and has held it in 7 quarters since.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

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