Raymond James Financial
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Raymond James Financial’s i3 Verticals IIIV Stock Holding History

Raymond James Financial’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15.9M Buy
580,373
+21,568
+4% +$593K 0.01% 1531
2025
Q1 		$13.8M Sell
558,805
-19,027
-3% -$469K 0.01% 1561
2024
Q4 		$13.3M Buy
+577,832
New +$13.3M ﹤0.01% 1619