Raymond James Financial’s William Penn Bancorporation Common Stock WMPN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-27,162
Closed -$297K 7064
2025
Q1
$297K Hold
27,162
﹤0.01% 4225
2024
Q4
$326K Buy
+27,162
New +$344K ﹤0.01% 4140

Raymond James Financial's WMPN Position: Q2 2025 in Review

Raymond James Financial sold out of William Penn Bancorporation Common Stock (WMPN) in Q2 2025, closing a stake of 27,162 shares — an estimated $297K sold.

Raymond James Financial first reported a position in WMPN in Q4 2024 and held it in 2 quarters. The position peaked at $326K in Q4 2024. 0 funds tracked by Wall St. Rank hold WMPN as of Q2 2025.

  • Raymond James Financial reported no remaining William Penn Bancorporation Common Stock position as of Q2 2025 after selling out during the quarter.
  • Raymond James Financial sold 27,162 William Penn Bancorporation Common Stock shares in Q2 2025, an estimated $297K.
  • Raymond James Financial first reported a position in William Penn Bancorporation Common Stock in Q4 2024 and held it in 2 quarters.
  • Raymond James Financial's William Penn Bancorporation Common Stock position peaked at $326K in Q4 2024.
  • 0 funds tracked by Wall St. Rank held William Penn Bancorporation Common Stock as of Q2 2025.

Based on Raymond James Financial's 13F filing for Q2 2025, filed 14 Aug 2025.