Raymond James Financial
XP icon

Raymond James Financial’s XP XP Stock Holding History

Raymond James Financial’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$230K Buy
12,079
+352
+3% +$6.8K ﹤0.01% 4815
2025
Q4 		$192K Sell
11,727
-25,878
-69% -$456K ﹤0.01% 4800
2025
Q3 		$707K Sell
37,605
-1,715
-4% -$30.8K ﹤0.01% 3904
2025
Q2 		$794K Sell
39,320
-40,792
-51% -$705K ﹤0.01% 3722
2025
Q1 		$1.1M Buy
80,112
+48,198
+151% +$664K ﹤0.01% 3420
2024
Q4 		$378K Buy
+31,914
New +$502K ﹤0.01% 4056

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Raymond James Financial's XP Position: Q1 2026 in Review

Raymond James Financial increased its XP (XP) stake by 3% in Q1 2026, buying an estimated $6.8K and bringing the position to 12,079 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #4815.

Raymond James Financial first reported a position in XP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.1M in Q1 2025. 356 funds tracked by Wall St. Rank hold XP as of Q1 2026.

  • Raymond James Financial held 12,079 shares of XP worth $230K as of Q1 2026.
  • Raymond James Financial bought 352 XP shares in Q1 2026, an estimated $6.8K.
  • XP made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4815 holding.
  • Raymond James Financial first reported a position in XP in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's XP position peaked at $1.1M in Q1 2025.
  • 356 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.