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
Q2 		$456K Hold
110,432
– – ﹤0.01% 4574
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 $227M AUM 64.76% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
USPCM
Union Square Park Capital Management New York $278M AUM 50.01% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $672M AUM 71.14% 1-Year Est. Return
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

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

Raymond James Financial held its Creative Realities (CREX) position steady in Q2 2026 at 110,432 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #4574.

Raymond James Financial first reported a position in CREX in Q4 2024 and has held it in 6 quarters since. 36 funds tracked by Wall St. Rank hold CREX as of Q2 2026.

  • Raymond James Financial held 110,432 shares of Creative Realities worth $456K as of Q2 2026.
  • Raymond James Financial left its Creative Realities share count unchanged in Q2 2026.
  • Creative Realities made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4574 holding.
  • Raymond James Financial first reported a position in Creative Realities in Q4 2024 and has held it in 6 quarters since.
  • 36 funds tracked by Wall St. Rank held Creative Realities as of Q2 2026.

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