Raymond James Financial
NVX

Raymond James Financial’s NOVONIX NVX Stock Holding History

Raymond James Financial’s Portfolio NVX Stock Details NVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.66K Buy
+11,100
New +$10.8K ﹤0.01% 5266
2025
Q3 		– Sell
-1,827
Closed -$1.84K – 6150
2025
Q2 		$1.84K Buy
+1,827
New +$2.1K ﹤0.01% 6433

Other funds holding NVX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FACM
Forest Avenue Capital Management Miami, Florida $1.69B AUM 104.84% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SP
SmartHarvest Portfolios Poulsbo, Washington $309M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

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

Raymond James Financial opened a new position in NOVONIX (NVX) in Q1 2026: 11,100 shares worth $7.66K. The stake represents ﹤0.01% of the portfolio and ranks #5266 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in NVX as recently as Q2 2025.

Raymond James Financial first reported a position in NVX in Q2 2025 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold NVX as of Q1 2026.

  • Raymond James Financial held 11,100 shares of NOVONIX worth $7.66K as of Q1 2026.
  • NOVONIX was a new Raymond James Financial position in Q1 2026.
  • NOVONIX made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #5266 holding.
  • Raymond James Financial first reported a position in NOVONIX in Q2 2025 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held NOVONIX as of Q1 2026.

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