Raymond James Financial
ZSQR

Raymond James Financial’s Z Squared Inc ZSQR Stock Holding History

Raymond James Financial’s Portfolio ZSQR Stock Details ZSQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1
Closed -$8 – 5323
2025
Q2 		$8 Buy
+1
New +$9 ﹤0.01% 6946

Other funds holding ZSQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 ZSQR Position: Q3 2025 in Review

Raymond James Financial sold out of Z Squared Inc (ZSQR) in Q3 2025, closing a stake of 1 share — an estimated $8 sold.

Raymond James Financial first reported a position in ZSQR in Q2 2025 and held it in 1 quarter. The position peaked at $8 in Q2 2025. 11 funds tracked by Wall St. Rank hold ZSQR as of Q3 2025.

  • Raymond James Financial reported no remaining Z Squared Inc position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 1 Z Squared Inc share in Q3 2025, an estimated $8.
  • Raymond James Financial first reported a position in Z Squared Inc in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Z Squared Inc position peaked at $8 in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Z Squared Inc as of Q3 2025.

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