AFG
CAI

Albion Financial Group’s Caris Life Sciences CAI Stock Holding History

Albion Financial Group’s Portfolio CAI Stock Details CAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21K Buy
1,178
+500
+74% +$8.95K ﹤0.01% 362
2026
Q1 		$12.1K Buy
+678
New +$14.8K ﹤0.01% 397

Other funds holding CAI

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Albion Financial Group's CAI Position: Q2 2026 in Review

Albion Financial Group increased its Caris Life Sciences (CAI) stake by 74% in Q2 2026, buying an estimated $8.95K and bringing the position to 1,178 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Albion Financial Group first reported a position in CAI in Q1 2026 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

  • Albion Financial Group held 1,178 shares of Caris Life Sciences worth $21K as of Q2 2026.
  • Albion Financial Group bought 500 Caris Life Sciences shares in Q2 2026, an estimated $8.95K.
  • Caris Life Sciences made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #362 holding.
  • Albion Financial Group first reported a position in Caris Life Sciences in Q1 2026 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.