Raymond James Financial
VATE icon

Raymond James Financial’s INNOVATE Corp VATE Stock Holding History

Raymond James Financial’s Portfolio VATE Stock Details VATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-78
Closed -$402 – 6704
2025
Q2 		$402 Buy
+78
New +$467 ﹤0.01% 6694

Other funds holding VATE

WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACA
Arena Capital Advisors Los Angeles, California $200M AUM 23.6% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Raymond James Financial sold out of INNOVATE Corp (VATE) in Q3 2025, closing a stake of 78 shares — an estimated $402 sold.

Raymond James Financial first reported a position in VATE in Q2 2025 and held it in 1 quarter. The position peaked at $402 in Q2 2025. 31 funds tracked by Wall St. Rank hold VATE as of Q3 2025.

  • Raymond James Financial reported no remaining INNOVATE Corp position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 78 INNOVATE Corp shares in Q3 2025, an estimated $402.
  • Raymond James Financial first reported a position in INNOVATE Corp in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's INNOVATE Corp position peaked at $402 in Q2 2025.
  • 31 funds tracked by Wall St. Rank held INNOVATE Corp as of Q3 2025.

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