Raymond James Financial’s CXApp CXAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3	Closed	-$3	–	5380
2025 Q2	$3	Buy	+3	New	+$3	﹤0.01%	6966

Other funds holding CXAI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Raymond James Financial sold out of CXApp (CXAI) in Q3 2025, closing a stake of 3 shares — an estimated $3 sold.

Raymond James Financial first reported a position in CXAI in Q2 2025 and held it in 1 quarter. The position peaked at $3 in Q2 2025. 32 funds tracked by Wall St. Rank hold CXAI as of Q3 2025.

Raymond James Financial reported no remaining CXApp position as of Q3 2025 after selling out during the quarter.
Raymond James Financial sold 3 CXApp shares in Q3 2025, an estimated $3.
Raymond James Financial first reported a position in CXApp in Q2 2025 and held it in 1 quarter.
Raymond James Financial's CXApp position peaked at $3 in Q2 2025.
32 funds tracked by Wall St. Rank held CXApp as of Q3 2025.

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