Raymond James Financial
DXYZ

Raymond James Financial’s Destiny Tech100 DXYZ Stock Holding History

Raymond James Financial’s Portfolio DXYZ Stock Details DXYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$498K Buy
18,583
+6,420
+53% +$185K ﹤0.01% 4339
2025
Q4 		$373K Buy
+12,163
New +$325K ﹤0.01% 4442
2025
Q3 		– Sell
-1,235
Closed -$47K – 6872
2025
Q2 		$47K Buy
+1,235
New +$46.9K ﹤0.01% 5204

Other funds holding DXYZ

NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

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

Raymond James Financial increased its Destiny Tech100 (DXYZ) stake by 53% in Q1 2026, buying an estimated $185K and bringing the position to 18,583 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #4339.

Raymond James Financial first reported a position in DXYZ in Q2 2025 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • Raymond James Financial held 18,583 shares of Destiny Tech100 worth $498K as of Q1 2026.
  • Raymond James Financial bought 6,420 Destiny Tech100 shares in Q1 2026, an estimated $185K.
  • Destiny Tech100 made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4339 holding.
  • Raymond James Financial first reported a position in Destiny Tech100 in Q2 2025 and has held it in 3 quarters since.
  • 131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

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