Raymond James Financial’s Local Bounti LOCL Stock Holding History

Raymond James Financial’s Portfolio LOCL Stock Details LOCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-153	Closed	-$358	–	5948
2025 Q2	$358	Buy	+153	New	+$377	﹤0.01%	6712

Other funds holding LOCL

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BBR Partners New York $2.13B AUM 21.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Outfitter Financial Brunswick, Maine $143M AUM 36.58% 1-Year Est. Return

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

Raymond James Financial sold out of Local Bounti (LOCL) in Q3 2025, closing a stake of 153 shares — an estimated $358 sold.

Raymond James Financial first reported a position in LOCL in Q2 2025 and held it in 1 quarter. The position peaked at $358 in Q2 2025. 23 funds tracked by Wall St. Rank hold LOCL as of Q3 2025.

Raymond James Financial reported no remaining Local Bounti position as of Q3 2025 after selling out during the quarter.
Raymond James Financial sold 153 Local Bounti shares in Q3 2025, an estimated $358.
Raymond James Financial first reported a position in Local Bounti in Q2 2025 and held it in 1 quarter.
Raymond James Financial's Local Bounti position peaked at $358 in Q2 2025.
23 funds tracked by Wall St. Rank held Local Bounti as of Q3 2025.

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