Raymond James Financial
KRT icon

Raymond James Financial’s Karat Packaging KRT Stock Holding History

Raymond James Financial’s Portfolio KRT Stock Details KRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$449K Buy
+13,430
New +$387K ﹤0.01% 4592
2025
Q3 		– Sell
-585
Closed -$16.5K – 5900
2025
Q2 		$16.5K Buy
+585
New +$16.3K ﹤0.01% 5685

Other funds holding KRT

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Acadian Asset Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Raymond James Financial opened a new position in Karat Packaging (KRT) in Q2 2026: 13,430 shares worth $449K. The stake represents ﹤0.01% of the portfolio and ranks #4592 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in KRT as recently as Q2 2025.

Raymond James Financial first reported a position in KRT in Q2 2025 and has held it in 2 quarters since. 142 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • Raymond James Financial held 13,430 shares of Karat Packaging worth $449K as of Q2 2026.
  • Karat Packaging was a new Raymond James Financial position in Q2 2026.
  • Karat Packaging made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4592 holding.
  • Raymond James Financial first reported a position in Karat Packaging in Q2 2025 and has held it in 2 quarters since.
  • 142 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

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