Raymond James Financial
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Raymond James Financial’s Yelp YELP Stock Holding History

Raymond James Financial’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-55,757
Closed -$1.38M – 5600
2026
Q1 		$1.38M Sell
55,757
-53,541
-49% -$1.36M ﹤0.01% 3635
2025
Q4 		$3.32M Sell
109,298
-41,203
-27% -$1.27M ﹤0.01% 2845
2025
Q3 		$4.7M Buy
150,501
+4,479
+3% +$147K ﹤0.01% 2497
2025
Q2 		$5M Buy
146,022
+66,419
+83% +$2.4M ﹤0.01% 2384
2025
Q1 		$2.95M Sell
79,603
-2,811
-3% -$106K ﹤0.01% 2704
2024
Q4 		$3.19M Buy
+82,414
New +$3.01M ﹤0.01% 2626

Other funds holding YELP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Raymond James Financial's YELP Position: Q2 2026 in Review

Raymond James Financial sold out of Yelp (YELP) in Q2 2026, closing a stake of 55,757 shares — an estimated $1.38M sold.

Raymond James Financial first reported a position in YELP in Q4 2024 and held it in 6 quarters. The position peaked at $5M in Q2 2025. 293 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

  • Raymond James Financial reported no remaining Yelp position as of Q2 2026 after selling out during the quarter.
  • Raymond James Financial sold 55,757 Yelp shares in Q2 2026, an estimated $1.38M.
  • Raymond James Financial first reported a position in Yelp in Q4 2024 and held it in 6 quarters.
  • Raymond James Financial's Yelp position peaked at $5M in Q2 2025.
  • 293 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.