Raymond James Financial’s Innovation Beverage Group IBG Stock Holding History

Raymond James Financial’s Portfolio IBG Stock Details IBG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-40	Closed	-$570	–	6936
2025 Q2	$570	Buy	+40	New	+$679	﹤0.01%	6659

Other funds holding IBG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Raymond James Financial sold out of Innovation Beverage Group (IBG) in Q3 2025, closing a stake of 40 shares — an estimated $570 sold.

Raymond James Financial first reported a position in IBG in Q2 2025 and held it in 1 quarter. The position peaked at $570 in Q2 2025. 3 funds tracked by Wall St. Rank hold IBG as of Q3 2025.

Raymond James Financial reported no remaining Innovation Beverage Group position as of Q3 2025 after selling out during the quarter.
Raymond James Financial sold 40 Innovation Beverage Group shares in Q3 2025, an estimated $570.
Raymond James Financial first reported a position in Innovation Beverage Group in Q2 2025 and held it in 1 quarter.
Raymond James Financial's Innovation Beverage Group position peaked at $570 in Q2 2025.
3 funds tracked by Wall St. Rank held Innovation Beverage Group as of Q3 2025.

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