Raymond James Financial
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Raymond James Financial’s Lindblad Expeditions LIND Stock Holding History

Raymond James Financial’s Portfolio LIND Stock Details LIND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$406K Buy
+12,930
New +$374K ﹤0.01% 4697
2025
Q1 		– Sell
-203,600
Closed -$2.41M – 4892
2024
Q4 		$2.41M Buy
+203,600
New +$2.33M ﹤0.01% 2831

Other funds holding LIND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Ariel Investments
Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $33.4B AUM 56.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Raymond James Financial's LIND Position: Q3 2026 in Review

Raymond James Financial opened a new position in Lindblad Expeditions (LIND) in Q3 2026: 12,930 shares worth $406K. The stake represents ﹤0.01% of the portfolio and ranks #4697 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in LIND as recently as Q4 2024.

Raymond James Financial first reported a position in LIND in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.41M in Q4 2024. 176 funds tracked by Wall St. Rank hold LIND as of Q3 2026.

  • Raymond James Financial held 12,930 shares of Lindblad Expeditions worth $406K as of Q3 2026.
  • Lindblad Expeditions was a new Raymond James Financial position in Q3 2026.
  • Lindblad Expeditions made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #4697 holding.
  • Raymond James Financial first reported a position in Lindblad Expeditions in Q4 2024 and has held it in 2 quarters since.
  • Raymond James Financial's Lindblad Expeditions position peaked at $2.41M in Q4 2024.
  • 176 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.