Raymond James Financial
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Raymond James Financial’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Raymond James Financial’s Portfolio UBND Stock Details UBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.49M Buy
68,251
+21,004
+44% +$462K ﹤0.01% 3573
2025
Q4 		$1.04M Buy
+47,247
New +$1.04M ﹤0.01% 3744

Other funds holding UBND

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
MWP
Madison Wealth Partners Madison, Wisconsin $627M AUM 17.95% 1-Year Est. Return

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

Raymond James Financial increased its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 44% in Q1 2026, buying an estimated $462K and bringing the position to 68,251 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #3573.

Raymond James Financial first reported a position in UBND in Q4 2025 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold UBND as of Q1 2026.

  • Raymond James Financial held 68,251 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $1.49M as of Q1 2026.
  • Raymond James Financial bought 21,004 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q1 2026, an estimated $462K.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3573 holding.
  • Raymond James Financial first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q1 2026.

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