Raymond James Financial
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Raymond James Financial’s Pro-Dex PDEX Stock Holding History

Raymond James Financial’s Portfolio PDEX Stock Details PDEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-200
Closed -$8.73K – 6233
2025
Q2 		$8.73K Buy
+200
New +$9.79K ﹤0.01% 5974

Other funds holding PDEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

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

Raymond James Financial sold out of Pro-Dex (PDEX) in Q3 2025, closing a stake of 200 shares — an estimated $8.73K sold.

Raymond James Financial first reported a position in PDEX in Q2 2025 and held it in 1 quarter. The position peaked at $8.73K in Q2 2025. 57 funds tracked by Wall St. Rank hold PDEX as of Q3 2025.

  • Raymond James Financial reported no remaining Pro-Dex position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 200 Pro-Dex shares in Q3 2025, an estimated $8.73K.
  • Raymond James Financial first reported a position in Pro-Dex in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Pro-Dex position peaked at $8.73K in Q2 2025.
  • 57 funds tracked by Wall St. Rank held Pro-Dex as of Q3 2025.

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