Raymond James Financial’s CaliberCos CWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-300	Closed	-$1.06K	–	5379
2025 Q2	$1.06K	Buy	+300	New	+$1.58K	﹤0.01%	6554

Other funds holding CWD

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Raymond James Financial sold out of CaliberCos (CWD) in Q3 2025, closing a stake of 300 shares — an estimated $1.06K sold.

Raymond James Financial first reported a position in CWD in Q2 2025 and held it in 1 quarter. The position peaked at $1.06K in Q2 2025. 10 funds tracked by Wall St. Rank hold CWD as of Q3 2025.

Raymond James Financial reported no remaining CaliberCos position as of Q3 2025 after selling out during the quarter.
Raymond James Financial sold 300 CaliberCos shares in Q3 2025, an estimated $1.06K.
Raymond James Financial first reported a position in CaliberCos in Q2 2025 and held it in 1 quarter.
Raymond James Financial's CaliberCos position peaked at $1.06K in Q2 2025.
10 funds tracked by Wall St. Rank held CaliberCos as of Q3 2025.

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