Raymond James Financial
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Raymond James Financial’s Coda Octopus Group CODA Stock Holding History

Raymond James Financial’s Portfolio CODA Stock Details CODA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-290
Closed -$2.37K – 5321
2025
Q2 		$2.37K Buy
+290
New +$1.99K ﹤0.01% 6370

Other funds holding CODA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James Financial's CODA Position: Q3 2025 in Review

Raymond James Financial sold out of Coda Octopus Group (CODA) in Q3 2025, closing a stake of 290 shares — an estimated $2.37K sold.

Raymond James Financial first reported a position in CODA in Q2 2025 and held it in 1 quarter. The position peaked at $2.37K in Q2 2025. 36 funds tracked by Wall St. Rank hold CODA as of Q3 2025.

  • Raymond James Financial reported no remaining Coda Octopus Group position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 290 Coda Octopus Group shares in Q3 2025, an estimated $2.37K.
  • Raymond James Financial first reported a position in Coda Octopus Group in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Coda Octopus Group position peaked at $2.37K in Q2 2025.
  • 36 funds tracked by Wall St. Rank held Coda Octopus Group as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.