Raymond James Financial
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Raymond James Financial’s Financial Institutions FISI Stock Holding History

Raymond James Financial’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.1M Buy
+349,028
New +$11.2M ﹤0.01% 1936
2025
Q3 		– Sell
-268
Closed -$6.88K – 5577
2025
Q2 		$6.88K Buy
+268
New +$6.69K ﹤0.01% 6062

Other funds holding FISI

PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Raymond James Financial's FISI Position: Q1 2026 in Review

Raymond James Financial opened a new position in Financial Institutions (FISI) in Q1 2026: 349,028 shares worth $11.1M. The stake represents ﹤0.01% of the portfolio and ranks #1936 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in FISI as recently as Q2 2025.

Raymond James Financial first reported a position in FISI in Q2 2025 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold FISI as of Q1 2026.

  • Raymond James Financial held 349,028 shares of Financial Institutions worth $11.1M as of Q1 2026.
  • Financial Institutions was a new Raymond James Financial position in Q1 2026.
  • Financial Institutions made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1936 holding.
  • Raymond James Financial first reported a position in Financial Institutions in Q2 2025 and has held it in 2 quarters since.
  • 151 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.