Raymond James Financial
TASK icon

Raymond James Financial’s TaskUs TASK Stock Holding History

Raymond James Financial’s Portfolio TASK Stock Details TASK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-111,098
Closed -$745K – 5577
2026
Q1 		$745K Hold
111,098
– – ﹤0.01% 4075
2025
Q4 		$1.31M Buy
+111,098
New +$1.42M ﹤0.01% 3605
2025
Q3 		– Sell
-23,575
Closed -$395K – 6586
2025
Q2 		$395K Sell
23,575
-537
-2% -$8.18K ﹤0.01% 4140
2025
Q1 		$329K Hold
24,112
– – ﹤0.01% 4163
2024
Q4 		$408K Buy
+24,112
New +$346K ﹤0.01% 4020

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SCM
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DI
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SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return
Hudson Bay Capital Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Raymond James Financial sold out of TaskUs (TASK) in Q2 2026, closing a stake of 111,098 shares — an estimated $745K sold.

Raymond James Financial first reported a position in TASK in Q4 2024 and held it in 5 quarters. The position peaked at $1.31M in Q4 2025. 105 funds tracked by Wall St. Rank hold TASK as of Q2 2026.

  • Raymond James Financial reported no remaining TaskUs position as of Q2 2026 after selling out during the quarter.
  • Raymond James Financial sold 111,098 TaskUs shares in Q2 2026, an estimated $745K.
  • Raymond James Financial first reported a position in TaskUs in Q4 2024 and held it in 5 quarters.
  • Raymond James Financial's TaskUs position peaked at $1.31M in Q4 2025.
  • 105 funds tracked by Wall St. Rank held TaskUs as of Q2 2026.

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