Raymond James Financial
IVR icon

Raymond James Financial’s Invesco Mortgage Capital IVR Stock Holding History

Raymond James Financial’s Portfolio IVR Stock Details IVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-67,684
Closed -$512K – 5259
2025
Q3 		$512K Buy
67,684
+57,285
+551% +$437K ﹤0.01% 4107
2025
Q2 		$81.5K Buy
+10,399
New +$76.6K ﹤0.01% 4965

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Geode Capital Management
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Mirae Asset Global ETFs Holdings
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Two Sigma Investments
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State Street
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Raymond James Financial's IVR Position: Q4 2025 in Review

Raymond James Financial sold out of Invesco Mortgage Capital (IVR) in Q4 2025, closing a stake of 67,684 shares — an estimated $512K sold.

Raymond James Financial first reported a position in IVR in Q2 2025 and held it in 2 quarters. The position peaked at $512K in Q3 2025. 171 funds tracked by Wall St. Rank hold IVR as of Q4 2025.

  • Raymond James Financial reported no remaining Invesco Mortgage Capital position as of Q4 2025 after selling out during the quarter.
  • Raymond James Financial sold 67,684 Invesco Mortgage Capital shares in Q4 2025, an estimated $512K.
  • Raymond James Financial first reported a position in Invesco Mortgage Capital in Q2 2025 and held it in 2 quarters.
  • Raymond James Financial's Invesco Mortgage Capital position peaked at $512K in Q3 2025.
  • 171 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2025.

Based on Raymond James Financial's 13F filing for Q4 2025, filed 18 Feb 2026.