Raymond James Financial
FORA

Raymond James Financial’s Forian FORA Stock Holding History

Raymond James Financial’s Portfolio FORA Stock Details FORA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-203
Closed -$398 – 5602
2025
Q2 		$398 Buy
+203
New +$411 ﹤0.01% 6697

Other funds holding FORA

OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.36B AUM 23.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $522M AUM 25.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
Aufman Associates Sewickley, Pennsylvania $204M AUM 39.64% 1-Year Est. Return

Raymond James Financial's FORA Position: Q3 2025 in Review

Raymond James Financial sold out of Forian (FORA) in Q3 2025, closing a stake of 203 shares — an estimated $398 sold.

Raymond James Financial first reported a position in FORA in Q2 2025 and held it in 1 quarter. The position peaked at $398 in Q2 2025. 29 funds tracked by Wall St. Rank hold FORA as of Q3 2025.

  • Raymond James Financial reported no remaining Forian position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 203 Forian shares in Q3 2025, an estimated $398.
  • Raymond James Financial first reported a position in Forian in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Forian position peaked at $398 in Q2 2025.
  • 29 funds tracked by Wall St. Rank held Forian as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.