Raymond James Financial
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Raymond James Financial’s Creative Realities CREX Stock Holding History

Raymond James Financial’s Portfolio CREX Stock Details CREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$380K Buy
+110,432
New +$371K ﹤0.01% 4532
2025
Q4 		– Sell
-14,604
Closed -$33.4K – 5197
2025
Q3 		$33.4K Hold
14,604
– – ﹤0.01% 4866
2025
Q2 		$49.2K Sell
14,604
-1,500
-9% -$3.61K ﹤0.01% 5188
2025
Q1 		$31.4K Hold
16,104
– – ﹤0.01% 4680
2024
Q4 		$39.5K Buy
+16,104
New +$59.4K ﹤0.01% 4637

Other funds holding CREX

MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return

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

Raymond James Financial opened a new position in Creative Realities (CREX) in Q1 2026: 110,432 shares worth $380K. The stake represents ﹤0.01% of the portfolio and ranks #4532 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in CREX as recently as Q3 2025.

Raymond James Financial first reported a position in CREX in Q4 2024 and has held it in 5 quarters since. 30 funds tracked by Wall St. Rank hold CREX as of Q1 2026.

  • Raymond James Financial held 110,432 shares of Creative Realities worth $380K as of Q1 2026.
  • Creative Realities was a new Raymond James Financial position in Q1 2026.
  • Creative Realities made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4532 holding.
  • Raymond James Financial first reported a position in Creative Realities in Q4 2024 and has held it in 5 quarters since.
  • 30 funds tracked by Wall St. Rank held Creative Realities as of Q1 2026.

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