Raymond James Financial
HY icon

Raymond James Financial’s Hyster-Yale Materials Handling HY Stock Holding History

Raymond James Financial’s Portfolio HY Stock Details HY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$263K Sell
8,103
-4,788
-37% -$164K ﹤0.01% 4728
2025
Q4 		$383K Buy
12,891
+6,869
+114% +$227K ﹤0.01% 4431
2025
Q3 		$222K Sell
6,022
-4,577
-43% -$179K ﹤0.01% 4575
2025
Q2 		$422K Buy
10,599
+1,948
+23% +$77.6K ﹤0.01% 4106
2025
Q1 		$359K Buy
8,651
+454
+6% +$22.6K ﹤0.01% 4110
2024
Q4 		$417K Buy
+8,197
New +$479K ﹤0.01% 4005

Other funds holding HY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

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

Raymond James Financial reduced its Hyster-Yale Materials Handling (HY) stake by 37% in Q1 2026, selling an estimated $164K and leaving 8,103 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #4728.

Raymond James Financial first reported a position in HY in Q4 2024 and has held it in 6 quarters since. The position peaked at $422K in Q2 2025. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

  • Raymond James Financial held 8,103 shares of Hyster-Yale Materials Handling worth $263K as of Q1 2026.
  • Raymond James Financial sold 4,788 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $164K.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4728 holding.
  • Raymond James Financial first reported a position in Hyster-Yale Materials Handling in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Hyster-Yale Materials Handling position peaked at $422K in Q2 2025.
  • 148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

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