Raymond James Financial
TAOX

Raymond James Financial’s Tao Synergies Inc TAOX Stock Holding History

Raymond James Financial’s Portfolio TAOX Stock Details TAOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,708
Closed -$13.4K – 6502
2025
Q2 		$13.4K Buy
+1,708
New +$4.87K ﹤0.01% 5779

Other funds holding TAOX

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

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

Raymond James Financial sold out of Tao Synergies Inc (TAOX) in Q3 2025, closing a stake of 1,708 shares — an estimated $13.4K sold.

Raymond James Financial first reported a position in TAOX in Q2 2025 and held it in 1 quarter. The position peaked at $13.4K in Q2 2025. 23 funds tracked by Wall St. Rank hold TAOX as of Q3 2025.

  • Raymond James Financial reported no remaining Tao Synergies Inc position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 1,708 Tao Synergies Inc shares in Q3 2025, an estimated $13.4K.
  • Raymond James Financial first reported a position in Tao Synergies Inc in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Tao Synergies Inc position peaked at $13.4K in Q2 2025.
  • 23 funds tracked by Wall St. Rank held Tao Synergies Inc as of Q3 2025.

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