Raymond James Financial
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Raymond James Financial’s Westwood Holdings Group WHG Stock Holding History

Raymond James Financial’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,425
Closed -$84.6K – 6781
2025
Q2 		$84.6K Buy
+5,425
New +$84.7K ﹤0.01% 4949

Other funds holding WHG

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Settian Capital New York $143M AUM 13.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return

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

Raymond James Financial sold out of Westwood Holdings Group (WHG) in Q3 2025, closing a stake of 5,425 shares — an estimated $84.6K sold.

Raymond James Financial first reported a position in WHG in Q2 2025 and held it in 1 quarter. The position peaked at $84.6K in Q2 2025. 61 funds tracked by Wall St. Rank hold WHG as of Q3 2025.

  • Raymond James Financial reported no remaining Westwood Holdings Group position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 5,425 Westwood Holdings Group shares in Q3 2025, an estimated $84.6K.
  • Raymond James Financial first reported a position in Westwood Holdings Group in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Westwood Holdings Group position peaked at $84.6K in Q2 2025.
  • 61 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q3 2025.

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