Raymond James Financial’s ProShares Large Cap Core Plus CSM Stock Holding History

Raymond James Financial’s Portfolio CSM Stock Details CSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.62M	Buy	48,408 +1,009	+2%	+$79.2K	﹤0.01%	2864
2025 Q4	$3.78M	Sell	47,399 -211	-0.4%	-$16.5K	﹤0.01%	2728
2025 Q3	$3.65M	Sell	47,610 -9	-0%	-$660	﹤0.01%	2704
2025 Q2	$3.36M	Sell	47,619 -1,540	-3%	-$100K	﹤0.01%	2674
2025 Q1	$3.13M	Sell	49,159 -1,845	-4%	-$123K	﹤0.01%	2665
2024 Q4	$3.37M	Buy	+51,004	New	+$3.41M	﹤0.01%	2588

Other funds holding CSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Raymond James Financial increased its ProShares Large Cap Core Plus (CSM) stake by 2.1% in Q1 2026, buying an estimated $79.2K and bringing the position to 48,408 shares worth $3.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2864.

Raymond James Financial first reported a position in CSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.78M in Q4 2025. 101 funds tracked by Wall St. Rank hold CSM as of Q1 2026.

Raymond James Financial held 48,408 shares of ProShares Large Cap Core Plus worth $3.62M as of Q1 2026.
Raymond James Financial bought 1,009 ProShares Large Cap Core Plus shares in Q1 2026, an estimated $79.2K.
ProShares Large Cap Core Plus made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2864 holding.
Raymond James Financial first reported a position in ProShares Large Cap Core Plus in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's ProShares Large Cap Core Plus position peaked at $3.78M in Q4 2025.
101 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2026.

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