Raymond James Financial
CAI

Raymond James Financial’s Caris Life Sciences CAI Stock Holding History

Raymond James Financial’s Portfolio CAI Stock Details CAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.76M Buy
98,595
+8,362
+9% +$150K ﹤0.01% 3582
2026
Q1 		$1.61M Sell
90,233
-7,285
-7% -$159K ﹤0.01% 3506
2025
Q4 		$2.63M Buy
97,518
+2,630
+3% +$74.1K ﹤0.01% 3057
2025
Q3 		$2.87M Buy
94,888
+92,043
+3,235% +$2.94M ﹤0.01% 2897
2025
Q2 		$76K Buy
+2,845
New +$76.7K ﹤0.01% 4998

Other funds holding CAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JHWEPV
J. H. Whitney Equity Partners VI New Canaan, Connecticut $201M AUM
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Raymond James Financial's CAI Position: Q2 2026 in Review

Raymond James Financial increased its Caris Life Sciences (CAI) stake by 9.3% in Q2 2026, buying an estimated $150K and bringing the position to 98,595 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #3582.

Raymond James Financial first reported a position in CAI in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.87M in Q3 2025. 246 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

  • Raymond James Financial held 98,595 shares of Caris Life Sciences worth $1.76M as of Q2 2026.
  • Raymond James Financial bought 8,362 Caris Life Sciences shares in Q2 2026, an estimated $150K.
  • Caris Life Sciences made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3582 holding.
  • Raymond James Financial first reported a position in Caris Life Sciences in Q2 2025 and has held it in 5 quarters since.
  • Raymond James Financial's Caris Life Sciences position peaked at $2.87M in Q3 2025.
  • 246 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

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