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
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 $3.89B AUM 201.1% 1-Year Est. Return
MVM
Medicxi Ventures Management St. Helier, Jersey $177M AUM 212.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

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

Raymond James Financial increased its Phathom Pharmaceuticals (PHAT) stake by 7.9% in Q1 2026, buying an estimated $24.5K and bringing the position to 26,328 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #4671.

Raymond James Financial first reported a position in PHAT in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.7M in Q4 2024. 174 funds tracked by Wall St. Rank hold PHAT as of Q1 2026.

  • Raymond James Financial held 26,328 shares of Phathom Pharmaceuticals worth $293K as of Q1 2026.
  • Raymond James Financial bought 1,938 Phathom Pharmaceuticals shares in Q1 2026, an estimated $24.5K.
  • Phathom Pharmaceuticals made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4671 holding.
  • Raymond James Financial first reported a position in Phathom Pharmaceuticals in Q4 2024 and has held it in 5 quarters since.
  • Raymond James Financial's Phathom Pharmaceuticals position peaked at $3.7M in Q4 2024.
  • 174 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q1 2026.

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