Raymond James Financial
SERA icon

Raymond James Financial’s Sera Prognostics SERA Stock Holding History

Raymond James Financial’s Portfolio SERA Stock Details SERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,005
Closed -$2.78K – 6448
2025
Q2 		$2.78K Buy
+1,005
New +$2.49K ﹤0.01% 6331

Other funds holding SERA

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

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

Raymond James Financial sold out of Sera Prognostics (SERA) in Q3 2025, closing a stake of 1,005 shares — an estimated $2.78K sold.

Raymond James Financial first reported a position in SERA in Q2 2025 and held it in 1 quarter. The position peaked at $2.78K in Q2 2025. 62 funds tracked by Wall St. Rank hold SERA as of Q3 2025.

  • Raymond James Financial reported no remaining Sera Prognostics position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 1,005 Sera Prognostics shares in Q3 2025, an estimated $2.78K.
  • Raymond James Financial first reported a position in Sera Prognostics in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Sera Prognostics position peaked at $2.78K in Q2 2025.
  • 62 funds tracked by Wall St. Rank held Sera Prognostics as of Q3 2025.

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