Raymond James Financial’s Idaho Strategic Resources IDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.38M	Sell	43,099 -18,705	-30%	-$726K	﹤0.01%	3632
2025 Q4	$2.49M	Buy	61,804 +17,510	+40%	+$669K	﹤0.01%	3092
2025 Q3	$1.5M	Sell	44,294 -2,929	-6%	-$69.1K	﹤0.01%	3400
2025 Q2	$618K	Buy	47,223 +608	+1%	+$8.95K	﹤0.01%	3878
2025 Q1	$667K	Sell	46,615 -10,591	-19%	-$130K	﹤0.01%	3749
2024 Q4	$583K	Buy	+57,206	New	+$771K	﹤0.01%	3807

Other funds holding IDR

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JAM

JW Asset Management Miami Beach, Florida $320M AUM 140.1% 1-Year Est. Return

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

Raymond James Financial reduced its Idaho Strategic Resources (IDR) stake by 30% in Q1 2026, selling an estimated $726K and leaving 43,099 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #3632.

Raymond James Financial first reported a position in IDR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.49M in Q4 2025. 137 funds tracked by Wall St. Rank hold IDR as of Q1 2026.

Raymond James Financial held 43,099 shares of Idaho Strategic Resources worth $1.38M as of Q1 2026.
Raymond James Financial sold 18,705 Idaho Strategic Resources shares in Q1 2026, an estimated $726K.
Idaho Strategic Resources made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3632 holding.
Raymond James Financial first reported a position in Idaho Strategic Resources in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Idaho Strategic Resources position peaked at $2.49M in Q4 2025.
137 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q1 2026.

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