Raymond James Financial’s NeoGenomics NEO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.06M	Buy	+72,653	New	+$701K	﹤0.01%	3958
2025 Q3	–	Sell	-46,903	Closed	-$343K	–	6091
2025 Q2	$343K	Sell	46,903 -2,866	-6%	-$23.1K	﹤0.01%	4222
2025 Q1	$472K	Sell	49,769 -1,137	-2%	-$14.2K	﹤0.01%	3965
2024 Q4	$839K	Buy	+50,906	New	+$791K	﹤0.01%	3569

Other funds holding NEO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Raymond James Financial opened a new position in NeoGenomics (NEO) in Q2 2026: 72,653 shares worth $1.06M. The stake represents ﹤0.01% of the portfolio and ranks #3958 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in NEO as recently as Q2 2025.

Raymond James Financial first reported a position in NEO in Q4 2024 and has held it in 4 quarters since. 266 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

Raymond James Financial held 72,653 shares of NeoGenomics worth $1.06M as of Q2 2026.
NeoGenomics was a new Raymond James Financial position in Q2 2026.
NeoGenomics made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3958 holding.
Raymond James Financial first reported a position in NeoGenomics in Q4 2024 and has held it in 4 quarters since.
266 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

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