Raymond James Financial
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Raymond James Financial’s Volato Group SOAR Stock Holding History

Raymond James Financial’s Portfolio SOAR Stock Details SOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-480
Closed -$619 – 6504
2025
Q2 		$619 Buy
+480
New +$957 ﹤0.01% 6644
2025
Q1 		– Sell
-480
Closed -$2.94K – 4937
2024
Q4 		$2.94K Buy
+480
New +$3.29K ﹤0.01% 4789

Other funds holding SOAR

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DS
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Raymond James Financial sold out of Volato Group (SOAR) in Q3 2025, closing a stake of 480 shares — an estimated $619 sold.

Raymond James Financial first reported a position in SOAR in Q4 2024 and held it in 2 quarters. The position peaked at $2.94K in Q4 2024. 15 funds tracked by Wall St. Rank hold SOAR as of Q3 2025.

  • Raymond James Financial reported no remaining Volato Group position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 480 Volato Group shares in Q3 2025, an estimated $619.
  • Raymond James Financial first reported a position in Volato Group in Q4 2024 and held it in 2 quarters.
  • Raymond James Financial's Volato Group position peaked at $2.94K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Volato Group as of Q3 2025.

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