RAYMOND JAMES FINANCIAL INC BSMC — 2023 ETF SERIES TRUST

Ownership history in RAYMOND JAMES FINANCIAL INC  ·  4 quarters on record

AI Ownership Summary

RAYMOND JAMES FINANCIAL INC reported 2023 ETF SERIES TRUST (BSMC) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows BSMC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BSMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RAYMOND JAMES FINANCIAL INC's position in 2023 ETF SERIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BSMC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BSMC stock page RAYMOND JAMES FINANCIAL INC fund profile RAYMOND JAMES FINANCIAL INC full holdings
How RAYMOND JAMES FINANCIAL INC held BSMC — position size vs. price
% of Fund (quarterly)    BSMC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 16,888 +8,282 +96.2% 0.00% $611K 2026-05-14 $37.18
2025 Q4 ADDED — — — 8,606 +75 +0.9% 0.00% $299K 2026-02-18 $38.17
2025 Q3 ADDED — — — 8,531 +8,064 +1726.8% 0.00% $285K 2025-11-14 $33.19
2025 Q2 INITIATED — — — 467 — — 0.00% $15K 2025-08-14 $32.32

🏢 Other funds also holding BSMC

As of 2026 Q1 — sorted by position size

HANTZ FINANCIAL SERVICES, INC. 3Y 1.81% ONE PLUS ONE WEALTH MANAGEMENT, LLC 3Y 0.74% Nautilus Advisors LLC 0.68% Bleakley Financial Group, LLC 3Y 0.12% Brooklyn Investment Group 0.12% FLOW TRADERS U.S. LLC 3Y 7Y 0.01% ROYAL BANK OF CANADA 3Y 7Y 0.0% STIFEL FINANCIAL CORP 3Y 7Y 0.0% SUSQUEHANNA INTERNATIONAL GROUP, LLP 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0%

FAQ About RAYMOND JAMES FINANCIAL INC and BSMC

These are the practical questions this page is built to answer before you even open the full history table.

How long has RAYMOND JAMES FINANCIAL INC reported owning BSMC?

RAYMOND JAMES FINANCIAL INC reported BSMC across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported BSMC position in RAYMOND JAMES FINANCIAL INC's portfolio?

The largest reported portfolio weight for BSMC was 0.00% in 2026 Q1.

What is the latest reported BSMC position on this page?

The most recent filing on this page is 2026 Q1, when RAYMOND JAMES FINANCIAL INC reported 16,888 shares, equal to 0.00% of portfolio, with an estimated market value of $611K.

What does the chart on this BSMC ownership page compare?

The chart compares RAYMOND JAMES FINANCIAL INC's quarterly BSMC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RAYMOND JAMES FINANCIAL INC time their BSMC position?

Based on 13F filing dates vs. subsequent BSMC price moves, RAYMOND JAMES FINANCIAL INC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on BSMC relative to SPY over the holding period was -2.2%.

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