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 Q2	$4.12M	Sell	48,300 -108	-0.2%	-$8.99K	﹤0.01%	2897
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 $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $645M AUM 27.59% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial reduced its ProShares Large Cap Core Plus (CSM) stake by 0.22% in Q2 2026, selling an estimated $8.99K and leaving 48,300 shares worth $4.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2897.

Raymond James Financial first reported a position in CSM in Q4 2024 and has held it in 7 quarters since. 105 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

Raymond James Financial held 48,300 shares of ProShares Large Cap Core Plus worth $4.12M as of Q2 2026.
Raymond James Financial sold 108 ProShares Large Cap Core Plus shares in Q2 2026, an estimated $8.99K.
ProShares Large Cap Core Plus made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2897 holding.
Raymond James Financial first reported a position in ProShares Large Cap Core Plus in Q4 2024 and has held it in 7 quarters since.
105 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

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