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MORTMORT
7 quarters

Position history for RAYMOND JAMES FINANCIAL INCRAYMOND JAMES FINANCIAL INC's holdings in VANECK MORTGAGE REIT INCOME ETF

RAYMOND JAMES FINANCIAL INC holds 69,947 shares of MORT (VANECK MORTGAGE REIT INCOME ETF), worth $724,648 as of 2026-Q2. The position was decreased (-17.0% shares). MORT represents 0.0% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$724,648

Current Shares

69,947

Total Value Change

+$242,742

Total Shares Change

+24,570

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
69,947
-17.0%
$724,6480.0%$9.94
0
2026-Q1
Increased
84,232
+44.6%
$864,2180.0%$10.70
34
2025-Q4
Increased
58,238
+50.7%
$612,0790.0%$10.51
34
2025-Q3
Decreased
38,652
-30.6%
$416,2880.0%$10.02
0
2025-Q2
Decreased
55,736
-0.6%
$588,5670.0%$9.58
0
2025-Q1
Increased
56,077
+23.6%
$626,3820.0%$9.72
30
2024-Q4
New
45,377
-
$481,9060.0%$9.21
33

Other major holders of MORT: IEQ CAPITAL, LLC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, LPL Financial LLC

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