Raymond James Financial’s NIO NIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$750K Sell
148,147
-33,890
-19% -$197K ﹤0.01% 4209
2026
Q1
$1.1M Buy
182,037
+18,676
+11% +$94.3K ﹤0.01% 3782
2025
Q4
$833K Sell
163,361
-72,665
-31% -$448K ﹤0.01% 3899
2025
Q3
$1.8M Sell
236,026
-73,420
-24% -$396K ﹤0.01% 3243
2025
Q2
$1.06M Sell
309,446
-47,683
-13% -$178K ﹤0.01% 3540
2025
Q1
$1.36M Sell
357,129
-50,215
-12% -$221K ﹤0.01% 3271
2024
Q4
$1.78M Buy
+407,344
New +$2.07M ﹤0.01% 3053

Other funds holding NIO

Raymond James Financial's NIO Position: Q2 2026 in Review

Raymond James Financial reduced its NIO (NIO) stake by 19% in Q2 2026, selling an estimated $197K and leaving 148,147 shares worth $750K. The position accounts for ﹤0.01% of the portfolio, ranked #4209.

Raymond James Financial first reported a position in NIO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.8M in Q3 2025. 423 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Raymond James Financial held 148,147 shares of NIO worth $750K as of Q2 2026.
  • Raymond James Financial sold 33,890 NIO shares in Q2 2026, an estimated $197K.
  • NIO made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4209 holding.
  • Raymond James Financial first reported a position in NIO in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's NIO position peaked at $1.8M in Q3 2025.
  • 423 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.