Raymond James Financial
FORTY

Raymond James Financial’s Formula Systems FORTY Stock Holding History

Raymond James Financial’s Portfolio FORTY Stock Details FORTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-568
Closed -$72.6K – 5605
2025
Q2 		$72.6K Buy
+568
New +$54.8K ﹤0.01% 5019

Other funds holding FORTY

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

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

Raymond James Financial sold out of Formula Systems (FORTY) in Q3 2025, closing a stake of 568 shares — an estimated $72.6K sold.

Raymond James Financial first reported a position in FORTY in Q2 2025 and held it in 1 quarter. The position peaked at $72.6K in Q2 2025. 15 funds tracked by Wall St. Rank hold FORTY as of Q3 2025.

  • Raymond James Financial reported no remaining Formula Systems position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 568 Formula Systems shares in Q3 2025, an estimated $72.6K.
  • Raymond James Financial first reported a position in Formula Systems in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Formula Systems position peaked at $72.6K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Formula Systems as of Q3 2025.

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