Raymond James Financial
PGP

Raymond James Financial’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

Raymond James Financial’s Portfolio PGP Stock Details PGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-407
Closed -$3.37K – 6250
2025
Q2 		$3.37K Buy
+407
New +$3.19K ﹤0.01% 6282

Other funds holding PGP

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MA
MAS Advisors Miami, Florida $63.2M AUM 9.63% 1-Year Est. Return

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

Raymond James Financial sold out of PIMCO Global StockPLUS & Income Fund (PGP) in Q3 2025, closing a stake of 407 shares — an estimated $3.37K sold.

Raymond James Financial first reported a position in PGP in Q2 2025 and held it in 1 quarter. The position peaked at $3.37K in Q2 2025. 31 funds tracked by Wall St. Rank hold PGP as of Q3 2025.

  • Raymond James Financial reported no remaining PIMCO Global StockPLUS & Income Fund position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 407 PIMCO Global StockPLUS & Income Fund shares in Q3 2025, an estimated $3.37K.
  • Raymond James Financial first reported a position in PIMCO Global StockPLUS & Income Fund in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's PIMCO Global StockPLUS & Income Fund position peaked at $3.37K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q3 2025.

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