Raymond James Financial
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Raymond James Financial’s NeoVolta NEOV Stock Holding History

Raymond James Financial’s Portfolio NEOV Stock Details NEOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,490
Closed -$4.92K – 6092
2025
Q2 		$4.92K Buy
+1,490
New +$4.27K ﹤0.01% 6178

Other funds holding NEOV

LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Raymond James Financial sold out of NeoVolta (NEOV) in Q3 2025, closing a stake of 1,490 shares — an estimated $4.92K sold.

Raymond James Financial first reported a position in NEOV in Q2 2025 and held it in 1 quarter. The position peaked at $4.92K in Q2 2025. 25 funds tracked by Wall St. Rank hold NEOV as of Q3 2025.

  • Raymond James Financial reported no remaining NeoVolta position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 1,490 NeoVolta shares in Q3 2025, an estimated $4.92K.
  • Raymond James Financial first reported a position in NeoVolta in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's NeoVolta position peaked at $4.92K in Q2 2025.
  • 25 funds tracked by Wall St. Rank held NeoVolta as of Q3 2025.

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