Raymond James Financial
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Raymond James Financial’s Icahn Enterprises IEP Stock Holding History

Raymond James Financial’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$995K Buy
131,828
+22,474
+21% +$176K ﹤0.01% 3843
2025
Q4 		$826K Sell
109,354
-4,358
-4% -$35.1K ﹤0.01% 3907
2025
Q3 		$957K Buy
113,712
+5,848
+5% +$51.2K ﹤0.01% 3703
2025
Q2 		$868K Sell
107,864
-19,111
-15% -$164K ﹤0.01% 3672
2025
Q1 		$1.15M Buy
126,975
+15,266
+14% +$147K ﹤0.01% 3380
2024
Q4 		$969K Buy
+111,709
New +$1.35M ﹤0.01% 3479

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

Raymond James Financial increased its Icahn Enterprises (IEP) stake by 21% in Q1 2026, buying an estimated $176K and bringing the position to 131,828 shares worth $995K. The position accounts for ﹤0.01% of the portfolio, ranked #3843.

Raymond James Financial first reported a position in IEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.15M in Q1 2025. 111 funds tracked by Wall St. Rank hold IEP as of Q1 2026.

  • Raymond James Financial held 131,828 shares of Icahn Enterprises worth $995K as of Q1 2026.
  • Raymond James Financial bought 22,474 Icahn Enterprises shares in Q1 2026, an estimated $176K.
  • Icahn Enterprises made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3843 holding.
  • Raymond James Financial first reported a position in Icahn Enterprises in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Icahn Enterprises position peaked at $1.15M in Q1 2025.
  • 111 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2026.

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