Raymond James Financial
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Raymond James Financial’s Perella Weinberg Partners PWP Stock Holding History

Raymond James Financial’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$17.8M Buy
918,340
+38,595
+4% +$750K 0.01% 1458
2025
Q1 		$16.2M Buy
879,745
+104,035
+13% +$1.91M 0.01% 1472
2024
Q4 		$18.5M Buy
+775,710
New +$18.5M 0.01% 1381