Raymond James Financial
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Raymond James Financial’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Raymond James Financial’s Portfolio TAFM Stock Details TAFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.47M Buy
295,455
+98,851
+50% +$2.53M ﹤0.01% 2257
2025
Q4 		$5M Buy
196,604
+45,104
+30% +$1.15M ﹤0.01% 2515
2025
Q3 		$3.85M Buy
151,500
+74,308
+96% +$1.85M ﹤0.01% 2655
2025
Q2 		$1.92M Buy
+77,192
New +$1.92M ﹤0.01% 3109

Other funds holding TAFM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

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

Raymond James Financial increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 50% in Q1 2026, buying an estimated $2.53M and bringing the position to 295,455 shares worth $7.47M. The position accounts for ﹤0.01% of the portfolio, ranked #2257.

Raymond James Financial first reported a position in TAFM in Q2 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold TAFM as of Q1 2026.

  • Raymond James Financial held 295,455 shares of AB Tax-Aware Intermediate Municipal ETF worth $7.47M as of Q1 2026.
  • Raymond James Financial bought 98,851 AB Tax-Aware Intermediate Municipal ETF shares in Q1 2026, an estimated $2.53M.
  • AB Tax-Aware Intermediate Municipal ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2257 holding.
  • Raymond James Financial first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q2 2025 and has held it in 4 quarters since.
  • 46 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q1 2026.

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