Raymond James Financial
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Raymond James Financial’s Smith Douglas Homes SDHC Stock Holding History

Raymond James Financial’s Portfolio SDHC Stock Details SDHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,743
Closed -$33.8K – 6441
2025
Q2 		$33.8K Buy
+1,743
New +$32.9K ﹤0.01% 5343

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CM
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BMO
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1WCM
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Federated Hermes
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Massachusetts Financial Services
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Raymond James Financial sold out of Smith Douglas Homes (SDHC) in Q3 2025, closing a stake of 1,743 shares — an estimated $33.8K sold.

Raymond James Financial first reported a position in SDHC in Q2 2025 and held it in 1 quarter. The position peaked at $33.8K in Q2 2025. 52 funds tracked by Wall St. Rank hold SDHC as of Q3 2025.

  • Raymond James Financial reported no remaining Smith Douglas Homes position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 1,743 Smith Douglas Homes shares in Q3 2025, an estimated $33.8K.
  • Raymond James Financial first reported a position in Smith Douglas Homes in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Smith Douglas Homes position peaked at $33.8K in Q2 2025.
  • 52 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q3 2025.

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