Raymond James Financial
SMB icon

Raymond James Financial’s VanEck Short Muni ETF SMB Stock Holding History

Raymond James Financial’s Portfolio SMB Stock Details SMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.1M Sell
811,871
-230,727
-22% -$3.99M ﹤0.01% 1844
2026
Q1 		$18M Buy
1,042,598
+102,181
+11% +$1.78M 0.01% 1551
2025
Q4 		$16.4M Buy
940,417
+38,401
+4% +$667K 0.01% 1581
2025
Q3 		$15.7M Buy
902,016
+825,327
+1,076% +$14.3M 0.01% 1589
2025
Q2 		$1.32M Buy
76,689
+5,706
+8% +$97.5K ﹤0.01% 3388
2025
Q1 		$1.22M Sell
70,983
-2,839
-4% -$48.7K ﹤0.01% 3347
2024
Q4 		$1.26M Buy
+73,822
New +$1.27M ﹤0.01% 3289

Other funds holding SMB

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial reduced its VanEck Short Muni ETF (SMB) stake by 22% in Q2 2026, selling an estimated $3.99M and leaving 811,871 shares worth $14.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

Raymond James Financial first reported a position in SMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $18M in Q1 2026. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

  • Raymond James Financial held 811,871 shares of VanEck Short Muni ETF worth $14.1M as of Q2 2026.
  • Raymond James Financial sold 230,727 VanEck Short Muni ETF shares in Q2 2026, an estimated $3.99M.
  • VanEck Short Muni ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1844 holding.
  • Raymond James Financial first reported a position in VanEck Short Muni ETF in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's VanEck Short Muni ETF position peaked at $18M in Q1 2026.
  • 104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

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