Raymond James Financial
IIF

Raymond James Financial’s Morgan Stanley India Investment Fund IIF Stock Holding History

Raymond James Financial’s Portfolio IIF Stock Details IIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$984K Buy
+43,129
New +$946K ﹤0.01% 4002
2025
Q3 		– Sell
-1,640
Closed -$46.3K – 5794
2025
Q2 		$46.3K Buy
+1,640
New +$42.9K ﹤0.01% 5212

Other funds holding IIF

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
ACM
Altium Capital Management New York $47.5M AUM 115.72% 1-Year Est. Return

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

Raymond James Financial opened a new position in Morgan Stanley India Investment Fund (IIF) in Q2 2026: 43,129 shares worth $984K. The stake represents ﹤0.01% of the portfolio and ranks #4002 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in IIF as recently as Q2 2025.

Raymond James Financial first reported a position in IIF in Q2 2025 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold IIF as of Q2 2026.

  • Raymond James Financial held 43,129 shares of Morgan Stanley India Investment Fund worth $984K as of Q2 2026.
  • Morgan Stanley India Investment Fund was a new Raymond James Financial position in Q2 2026.
  • Morgan Stanley India Investment Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4002 holding.
  • Raymond James Financial first reported a position in Morgan Stanley India Investment Fund in Q2 2025 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q2 2026.

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