Raymond James Financial
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Raymond James Financial’s MarketWise MKTW Stock Holding History

Raymond James Financial’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,438
Closed -$226K – 6025
2025
Q2 		$226K Buy
+11,438
New +$176K ﹤0.01% 4450

Other funds holding MKTW

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $316M AUM 19.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

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

Raymond James Financial sold out of MarketWise (MKTW) in Q3 2025, closing a stake of 11,438 shares — an estimated $226K sold.

Raymond James Financial first reported a position in MKTW in Q2 2025 and held it in 1 quarter. The position peaked at $226K in Q2 2025. 48 funds tracked by Wall St. Rank hold MKTW as of Q3 2025.

  • Raymond James Financial reported no remaining MarketWise position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 11,438 MarketWise shares in Q3 2025, an estimated $226K.
  • Raymond James Financial first reported a position in MarketWise in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's MarketWise position peaked at $226K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held MarketWise as of Q3 2025.

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