Raymond James Financial
IA

Raymond James Financial’s Innovative Solutions & Support IA Stock Holding History

Raymond James Financial’s Portfolio IA Stock Details IA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-149,358
Closed -$3.07M – 5492
2026
Q1 		$3.07M Sell
149,358
-14,162
-9% -$328K ﹤0.01% 3000
2025
Q4 		$3.1M Sell
163,520
-12,607
-7% -$144K ﹤0.01% 2906
2025
Q3 		$2.2M Buy
176,127
+11,648
+7% +$163K ﹤0.01% 3106
2025
Q2 		$2.28M Buy
164,479
+83,894
+104% +$762K ﹤0.01% 2977
2025
Q1 		$507K Buy
+80,585
New +$694K ﹤0.01% 3933

Other funds holding IA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

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

Raymond James Financial sold out of Innovative Solutions & Support (IA) in Q2 2026, closing a stake of 149,358 shares — an estimated $3.07M sold.

Raymond James Financial first reported a position in IA in Q1 2025 and held it in 5 quarters. The position peaked at $3.1M in Q4 2025. 119 funds tracked by Wall St. Rank hold IA as of Q2 2026.

  • Raymond James Financial reported no remaining Innovative Solutions & Support position as of Q2 2026 after selling out during the quarter.
  • Raymond James Financial sold 149,358 Innovative Solutions & Support shares in Q2 2026, an estimated $3.07M.
  • Raymond James Financial first reported a position in Innovative Solutions & Support in Q1 2025 and held it in 5 quarters.
  • Raymond James Financial's Innovative Solutions & Support position peaked at $3.1M in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q2 2026.

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