Raymond James Financial
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Raymond James Financial’s AB Ultra Short Income ETF YEAR Stock Holding History

Raymond James Financial’s Portfolio YEAR Stock Details YEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$50.8M Buy
1,007,316
+50,894
+5% +$2.57M 0.02% 840
2025
Q4 		$48.3M Buy
956,422
+86,469
+10% +$4.38M 0.02% 843
2025
Q3 		$44.1M Buy
869,953
+363,083
+72% +$18.4M 0.01% 875
2025
Q2 		$25.7M Buy
506,870
+44,660
+10% +$2.26M 0.01% 1176
2025
Q1 		$23.4M Sell
462,210
-139,987
-23% -$7.07M 0.01% 1188
2024
Q4 		$30.3M Buy
+602,197
New +$30.4M 0.01% 1028

Other funds holding YEAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Raymond James Financial increased its AB Ultra Short Income ETF (YEAR) stake by 5.3% in Q1 2026, buying an estimated $2.57M and bringing the position to 1,007,316 shares worth $50.8M. The position accounts for 0.02% of the portfolio, ranked #840.

Raymond James Financial first reported a position in YEAR in Q4 2024 and has held it in 6 quarters since. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

  • Raymond James Financial held 1,007,316 shares of AB Ultra Short Income ETF worth $50.8M as of Q1 2026.
  • Raymond James Financial bought 50,894 AB Ultra Short Income ETF shares in Q1 2026, an estimated $2.57M.
  • AB Ultra Short Income ETF made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #840 holding.
  • Raymond James Financial first reported a position in AB Ultra Short Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

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