Raymond James Financial
NVEE

Raymond James Financial’s NV5 Global NVEE Stock Holding History

Raymond James Financial’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,712
Closed -$85.7K – 6145
2025
Q2 		$85.7K Sell
3,712
-37,787
-91% -$756K ﹤0.01% 4942
2025
Q1 		$800K Buy
+41,499
New +$760K ﹤0.01% 3645

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Raymond James Financial sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 3,712 shares — an estimated $85.7K sold.

Raymond James Financial first reported a position in NVEE in Q1 2025 and held it in 2 quarters. The position peaked at $800K in Q1 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Raymond James Financial reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 3,712 NV5 Global shares in Q3 2025, an estimated $85.7K.
  • Raymond James Financial first reported a position in NV5 Global in Q1 2025 and held it in 2 quarters.
  • Raymond James Financial's NV5 Global position peaked at $800K in Q1 2025.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

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