Raymond James Financial
UPWK icon

Raymond James Financial’s Upwork UPWK Stock Holding History

Raymond James Financial’s Portfolio UPWK Stock Details UPWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$367K Buy
33,453
+10,780
+48% +$170K ﹤0.01% 4552
2025
Q4 		$449K Sell
22,673
-1,331
-6% -$24.4K ﹤0.01% 4337
2025
Q3 		$446K Buy
24,004
+928
+4% +$13.8K ﹤0.01% 4179
2025
Q2 		$310K Buy
23,076
+38
+0.2% +$546 ﹤0.01% 4275
2025
Q1 		$301K Sell
23,038
-26,598
-54% -$405K ﹤0.01% 4219
2024
Q4 		$812K Buy
+49,636
New +$715K ﹤0.01% 3588

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VPM
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LSV Asset Management
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AA
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VCM
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State Street
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return