Raymond James Financial
PBFR

Raymond James Financial’s PGIM Laddered S&P 500 Buffer 20 ETF PBFR Stock Holding History

Raymond James Financial’s Portfolio PBFR Stock Details PBFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.46M Buy
119,347
+51,870
+77% +$1.52M ﹤0.01% 2905
2025
Q4 		$1.97M Buy
67,477
+38,670
+134% +$1.12M ﹤0.01% 3288
2025
Q3 		$824K Buy
28,807
+8,159
+40% +$229K ﹤0.01% 3806
2025
Q2 		$571K Buy
+20,648
New +$547K ﹤0.01% 3934

Other funds holding PBFR

BF
Brucke Financial Indianapolis, Indiana $225M AUM 26.25% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FCG
Financial Connections Group Corte Madera, California $288M AUM 15.87% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial's PBFR Position: Q1 2026 in Review

Raymond James Financial increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 77% in Q1 2026, buying an estimated $1.52M and bringing the position to 119,347 shares worth $3.46M. The position accounts for ﹤0.01% of the portfolio, ranked #2905.

Raymond James Financial first reported a position in PBFR in Q2 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold PBFR as of Q1 2026.

  • Raymond James Financial held 119,347 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $3.46M as of Q1 2026.
  • Raymond James Financial bought 51,870 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q1 2026, an estimated $1.52M.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2905 holding.
  • Raymond James Financial first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q2 2025 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.