Raymond James Financial
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Raymond James Financial’s Serina Therapeutics SER Stock Holding History

Raymond James Financial’s Portfolio SER Stock Details SER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-38
Closed -$234 – 6875
2025
Q2 		$234 Buy
+38
New +$216 ﹤0.01% 6764

Other funds holding SER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Raymond James Financial sold out of Serina Therapeutics (SER) in Q3 2025, closing a stake of 38 shares — an estimated $234 sold.

Raymond James Financial first reported a position in SER in Q2 2025 and held it in 1 quarter. The position peaked at $234 in Q2 2025. 25 funds tracked by Wall St. Rank hold SER as of Q3 2025.

  • Raymond James Financial reported no remaining Serina Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 38 Serina Therapeutics shares in Q3 2025, an estimated $234.
  • Raymond James Financial first reported a position in Serina Therapeutics in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Serina Therapeutics position peaked at $234 in Q2 2025.
  • 25 funds tracked by Wall St. Rank held Serina Therapeutics as of Q3 2025.

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