Raymond James Financial
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Raymond James Financial’s MDB Capital Holdings MDBH Stock Holding History

Raymond James Financial’s Portfolio MDBH Stock Details MDBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,100
Closed -$27.3K – 6000
2025
Q2 		$27.3K Buy
+6,100
New +$27.1K ﹤0.01% 5458

Other funds holding MDBH

PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Raymond James Financial sold out of MDB Capital Holdings (MDBH) in Q3 2025, closing a stake of 6,100 shares — an estimated $27.3K sold.

Raymond James Financial first reported a position in MDBH in Q2 2025 and held it in 1 quarter. The position peaked at $27.3K in Q2 2025. 5 funds tracked by Wall St. Rank hold MDBH as of Q3 2025.

  • Raymond James Financial reported no remaining MDB Capital Holdings position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 6,100 MDB Capital Holdings shares in Q3 2025, an estimated $27.3K.
  • Raymond James Financial first reported a position in MDB Capital Holdings in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's MDB Capital Holdings position peaked at $27.3K in Q2 2025.
  • 5 funds tracked by Wall St. Rank held MDB Capital Holdings as of Q3 2025.

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