Raymond James Financial
REFI

Raymond James Financial’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Raymond James Financial’s Portfolio REFI Stock Details REFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$521K Buy
+48,623
New +$558K ﹤0.01% 4482
2025
Q3 		– Sell
-1,265
Closed -$17.7K – 6369
2025
Q2 		$17.7K Buy
+1,265
New +$18.2K ﹤0.01% 5654

Other funds holding REFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
CP
Clayton Partners Berkeley, California $152M AUM 42.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Raymond James Financial opened a new position in Chicago Atlantic Real Estate Finance (REFI) in Q2 2026: 48,623 shares worth $521K. The stake represents ﹤0.01% of the portfolio and ranks #4482 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in REFI as recently as Q2 2025.

Raymond James Financial first reported a position in REFI in Q2 2025 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • Raymond James Financial held 48,623 shares of Chicago Atlantic Real Estate Finance worth $521K as of Q2 2026.
  • Chicago Atlantic Real Estate Finance was a new Raymond James Financial position in Q2 2026.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4482 holding.
  • Raymond James Financial first reported a position in Chicago Atlantic Real Estate Finance in Q2 2025 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

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