Raymond James Financial
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Raymond James Financial’s Phathom Pharmaceuticals PHAT Stock Holding History

Raymond James Financial’s Portfolio PHAT Stock Details PHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$521K Buy
48,024
+21,696
+82% +$248K ﹤0.01% 4483
2026
Q1 		$293K Buy
26,328
+1,938
+8% +$24.5K ﹤0.01% 4671
2025
Q4 		$405K Buy
24,390
+10,996
+82% +$157K ﹤0.01% 4405
2025
Q3 		$158K Buy
13,394
+10,220
+322% +$105K ﹤0.01% 4674
2025
Q2 		$30.4K Buy
+3,174
New +$17.6K ﹤0.01% 5404
2025
Q1 		– Sell
-455,837
Closed -$3.7M – 4916
2024
Q4 		$3.7M Buy
+455,837
New +$5.65M ﹤0.01% 2521

Other funds holding PHAT

FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
MVM
Medicxi Ventures Management St. Helier, Jersey $177M AUM 212.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

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

Raymond James Financial increased its Phathom Pharmaceuticals (PHAT) stake by 82% in Q2 2026, buying an estimated $248K and bringing the position to 48,024 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #4483.

Raymond James Financial first reported a position in PHAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.7M in Q4 2024. 161 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

  • Raymond James Financial held 48,024 shares of Phathom Pharmaceuticals worth $521K as of Q2 2026.
  • Raymond James Financial bought 21,696 Phathom Pharmaceuticals shares in Q2 2026, an estimated $248K.
  • Phathom Pharmaceuticals made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4483 holding.
  • Raymond James Financial first reported a position in Phathom Pharmaceuticals in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Phathom Pharmaceuticals position peaked at $3.7M in Q4 2024.
  • 161 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

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