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UFIVUFIV
3 quarters

Position history for RAYMOND JAMES FINANCIAL INCRAYMOND JAMES FINANCIAL INC's holdings in RBB FD INC

Yes. Raymond James Financial holds 43,339 shares of UFIV, worth $2.1M, as of its Q2 2026 13F filing. It reduced the position by 1,085 shares (-2.4%) from Q1 2026. Raymond James Financial has held UFIV since Q4 2025, across 3 quarterly 13F filings.

Current Value

$2.1M

Current Shares

43,339

Total Value Change

-$91,075

Total Shares Change

-957

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
43,339
-2.4%
$2.1M0.0%$47.56
0
2026-Q1
Increased
44,424
+0.3%
$2.2M0.0%$47.67
26
2025-Q4
New
44,296
-
$2.2M0.0%$47.69
36

Other major holders of UFIV: SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC

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