Raymond James Financial’s Vertical Aerospace EVTL Stock Holding History

Raymond James Financial’s Portfolio EVTL Stock Details EVTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$50.1K	Sell	83,537 -9,610	-10%	-$10K	﹤0.01%	5301
2026 Q2	$162K	Buy	93,147 +16,172	+21%	+$38.8K	﹤0.01%	5092
2026 Q1	$170K	Buy	76,975 +958	+1%	+$4.36K	﹤0.01%	4920
2025 Q4	$405K	Buy	76,017 +1,950	+3%	+$9.9K	﹤0.01%	4402
2025 Q3	$384K	Buy	74,067 +58,998	+392%	+$328K	﹤0.01%	4273
2025 Q2	$102K	Buy	+15,069	New	+$70.6K	﹤0.01%	4862

Other funds holding EVTL

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Yorkville Advisors Global Mountainside, New Jersey $133M AUM 33.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $28B AUM 17.3% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Themes Management Co Greenwich, Connecticut $152M AUM 42.75% 1-Year Est. Return

GSC

Ground Swell Capital Folly Beach, South Carolina $43.4M AUM 20.78% 1-Year Est. Return

Raymond James Financial's EVTL Position: Q3 2026 in Review

Raymond James Financial reduced its Vertical Aerospace (EVTL) stake by 10% in Q3 2026, selling an estimated $10K and leaving 83,537 shares worth $50.1K. The position accounts for ﹤0.01% of the portfolio, ranked #5301.

Raymond James Financial first reported a position in EVTL in Q2 2025 and has held it in 6 quarters since. The position peaked at $405K in Q4 2025. 42 funds tracked by Wall St. Rank hold EVTL as of Q3 2026.

Raymond James Financial held 83,537 shares of Vertical Aerospace worth $50.1K as of Q3 2026.
Raymond James Financial sold 9,610 Vertical Aerospace shares in Q3 2026, an estimated $10K.
Vertical Aerospace made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #5301 holding.
Raymond James Financial first reported a position in Vertical Aerospace in Q2 2025 and has held it in 6 quarters since.
Raymond James Financial's Vertical Aerospace position peaked at $405K in Q4 2025.
42 funds tracked by Wall St. Rank held Vertical Aerospace as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.