Raymond James Financial
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Raymond James Financial’s Artisan Partners APAM Stock Holding History

Raymond James Financial’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16M Buy
441,023
+11,649
+3% +$476K ﹤0.01% 1625
2025
Q4 		$17.5M Sell
429,374
-19,289
-4% -$823K 0.01% 1544
2025
Q3 		$19.5M Buy
448,663
+3,542
+0.8% +$163K 0.01% 1430
2025
Q2 		$19.7M Buy
445,121
+8,887
+2% +$355K 0.01% 1383
2025
Q1 		$17.1M Sell
436,234
-42,451
-9% -$1.8M 0.01% 1429
2024
Q4 		$20.6M Buy
+478,685
New +$21.9M 0.01% 1295

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Raymond James Financial's APAM Position: Q1 2026 in Review

Raymond James Financial increased its Artisan Partners (APAM) stake by 2.7% in Q1 2026, buying an estimated $476K and bringing the position to 441,023 shares worth $16M. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Raymond James Financial first reported a position in APAM in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.6M in Q4 2024. 383 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

  • Raymond James Financial held 441,023 shares of Artisan Partners worth $16M as of Q1 2026.
  • Raymond James Financial bought 11,649 Artisan Partners shares in Q1 2026, an estimated $476K.
  • Artisan Partners made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1625 holding.
  • Raymond James Financial first reported a position in Artisan Partners in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Artisan Partners position peaked at $20.6M in Q4 2024.
  • 383 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.