Raymond James Financial
FLXR

Raymond James Financial’s TCW Flexible Income ETF FLXR Stock Holding History

Raymond James Financial’s Portfolio FLXR Stock Details FLXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$72.2M Buy
1,842,547
+84,412
+5% +$3.31M 0.02% 727
2026
Q1 		$69M Buy
1,758,135
+572,235
+48% +$22.6M 0.02% 680
2025
Q4 		$47M Buy
1,185,900
+455,572
+62% +$18.1M 0.01% 854
2025
Q3 		$29.1M Buy
730,328
+408,198
+127% +$16.2M 0.01% 1151
2025
Q2 		$12.7M Buy
322,130
+316,420
+5,542% +$12.4M ﹤0.01% 1697
2025
Q1 		$224K Buy
+5,710
New +$222K ﹤0.01% 4360

Other funds holding FLXR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

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

Raymond James Financial increased its TCW Flexible Income ETF (FLXR) stake by 4.8% in Q2 2026, buying an estimated $3.31M and bringing the position to 1,842,547 shares worth $72.2M. The position accounts for 0.02% of the portfolio, ranked #727.

Raymond James Financial first reported a position in FLXR in Q1 2025 and has held it in 6 quarters since. 174 funds tracked by Wall St. Rank hold FLXR as of Q2 2026.

  • Raymond James Financial held 1,842,547 shares of TCW Flexible Income ETF worth $72.2M as of Q2 2026.
  • Raymond James Financial bought 84,412 TCW Flexible Income ETF shares in Q2 2026, an estimated $3.31M.
  • TCW Flexible Income ETF made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #727 holding.
  • Raymond James Financial first reported a position in TCW Flexible Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 174 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q2 2026.

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