Raymond James Financial
SG icon

Raymond James Financial’s Sweetgreen SG Stock Holding History

Raymond James Financial’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.51M Sell
398,513
-39,460
-9% -$301K ﹤0.01% 3036
2026
Q1 		$2.27M Buy
437,973
+97,145
+29% +$591K ﹤0.01% 3258
2025
Q4 		$2.3M Buy
340,828
+40,610
+14% +$279K ﹤0.01% 3161
2025
Q3 		$2.4M Buy
300,218
+188,879
+170% +$2.05M ﹤0.01% 3030
2025
Q2 		$1.66M Buy
111,339
+77,692
+231% +$1.28M ﹤0.01% 3234
2025
Q1 		$842K Sell
33,647
-36,996
-52% -$1.02M ﹤0.01% 3607
2024
Q4 		$2.26M Buy
+70,643
New +$2.63M ﹤0.01% 2875

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Raymond James Financial reduced its Sweetgreen (SG) stake by 9% in Q2 2026, selling an estimated $301K and leaving 398,513 shares worth $3.51M. The position accounts for ﹤0.01% of the portfolio, ranked #3036.

Raymond James Financial first reported a position in SG in Q4 2024 and has held it in 7 quarters since. 237 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Raymond James Financial held 398,513 shares of Sweetgreen worth $3.51M as of Q2 2026.
  • Raymond James Financial sold 39,460 Sweetgreen shares in Q2 2026, an estimated $301K.
  • Sweetgreen made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3036 holding.
  • Raymond James Financial first reported a position in Sweetgreen in Q4 2024 and has held it in 7 quarters since.
  • 237 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

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