Raymond James Financial
WEA

Raymond James Financial’s Western Asset Premier Bond Fund WEA Stock Holding History

Raymond James Financial’s Portfolio WEA Stock Details WEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.69M Buy
348,573
+111,755
+47% +$1.23M ﹤0.01% 2841
2025
Q4 		$2.61M Sell
236,818
-1,030
-0.4% -$11.4K ﹤0.01% 3067
2025
Q3 		$2.67M Buy
237,848
+47,213
+25% +$519K ﹤0.01% 2947
2025
Q2 		$2.07M Buy
190,635
+18,438
+11% +$198K ﹤0.01% 3062
2025
Q1 		$1.93M Buy
172,197
+17,286
+11% +$189K ﹤0.01% 3009
2024
Q4 		$1.67M Buy
+154,911
New +$1.71M ﹤0.01% 3099

Other funds holding WEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Raymond James Financial increased its Western Asset Premier Bond Fund (WEA) stake by 47% in Q1 2026, buying an estimated $1.23M and bringing the position to 348,573 shares worth $3.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2841.

Raymond James Financial first reported a position in WEA in Q4 2024 and has held it in 6 quarters since. 35 funds tracked by Wall St. Rank hold WEA as of Q1 2026.

  • Raymond James Financial held 348,573 shares of Western Asset Premier Bond Fund worth $3.69M as of Q1 2026.
  • Raymond James Financial bought 111,755 Western Asset Premier Bond Fund shares in Q1 2026, an estimated $1.23M.
  • Western Asset Premier Bond Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2841 holding.
  • Raymond James Financial first reported a position in Western Asset Premier Bond Fund in Q4 2024 and has held it in 6 quarters since.
  • 35 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q1 2026.

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