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
Q2 		$14.2M Sell
410,210
-30,813
-7% -$1.13M ﹤0.01% 1839
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 $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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: Q2 2026 in Review

Raymond James Financial reduced its Artisan Partners (APAM) stake by 7% in Q2 2026, selling an estimated $1.13M and leaving 410,210 shares worth $14.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

Raymond James Financial first reported a position in APAM in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.6M in Q4 2024. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Raymond James Financial held 410,210 shares of Artisan Partners worth $14.2M as of Q2 2026.
  • Raymond James Financial sold 30,813 Artisan Partners shares in Q2 2026, an estimated $1.13M.
  • Artisan Partners made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1839 holding.
  • Raymond James Financial first reported a position in Artisan Partners in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Artisan Partners position peaked at $20.6M in Q4 2024.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.