Raymond James Financial
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Raymond James Financial’s Willamette Valley Vineyards WVVI Stock Holding History

Raymond James Financial’s Portfolio WVVI Stock Details WVVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,362
Closed -$40.9K – 6797
2025
Q2 		$40.9K Buy
+7,362
New +$43K ﹤0.01% 5273

Other funds holding WVVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CWA
Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return

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

Raymond James Financial sold out of Willamette Valley Vineyards (WVVI) in Q3 2025, closing a stake of 7,362 shares — an estimated $40.9K sold.

Raymond James Financial first reported a position in WVVI in Q2 2025 and held it in 1 quarter. The position peaked at $40.9K in Q2 2025. 39 funds tracked by Wall St. Rank hold WVVI as of Q3 2025.

  • Raymond James Financial reported no remaining Willamette Valley Vineyards position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 7,362 Willamette Valley Vineyards shares in Q3 2025, an estimated $40.9K.
  • Raymond James Financial first reported a position in Willamette Valley Vineyards in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Willamette Valley Vineyards position peaked at $40.9K in Q2 2025.
  • 39 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q3 2025.

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