Raymond James Financial
IPM

Raymond James Financial’s Intelligent Protection Management Corp IPM Stock Holding History

Raymond James Financial’s Portfolio IPM Stock Details IPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10
Closed -$19 – 6979
2025
Q2 		$19 Buy
+10
New +$19 ﹤0.01% 6926

Other funds holding IPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Raymond James Financial sold out of Intelligent Protection Management Corp (IPM) in Q3 2025, closing a stake of 10 shares — an estimated $19 sold.

Raymond James Financial first reported a position in IPM in Q2 2025 and held it in 1 quarter. The position peaked at $19 in Q2 2025. 11 funds tracked by Wall St. Rank hold IPM as of Q3 2025.

  • Raymond James Financial reported no remaining Intelligent Protection Management Corp position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 10 Intelligent Protection Management Corp shares in Q3 2025, an estimated $19.
  • Raymond James Financial first reported a position in Intelligent Protection Management Corp in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Intelligent Protection Management Corp position peaked at $19 in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Intelligent Protection Management Corp as of Q3 2025.

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