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Aviso Financial’s CXApp CXAI Stock Holding History

Aviso Financial’s Portfolio CXAI Stock Details CXAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$0 Hold
1
– – ﹤0.01% 349
2025
Q4 		$0 Hold
1
– – ﹤0.01% 352
2025
Q3 		$0 Hold
1
– – ﹤0.01% 351
2025
Q2 		$1 Hold
1
– – ﹤0.01% 350
2025
Q1 		$0 Hold
1
– – ﹤0.01% 355
2024
Q4 		$2 Hold
1
– – ﹤0.01% 357
2024
Q3 		$2 Hold
1
– – ﹤0.01% 358
2024
Q2 		$2 Buy
+1
New +$3 ﹤0.01% 355

Other funds holding CXAI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Aviso Financial's CXAI Position: Q1 2026 in Review

Aviso Financial held its CXApp (CXAI) position steady in Q1 2026 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Aviso Financial first reported a position in CXAI in Q2 2024 and has held it in 8 quarters since. The position peaked at $2 in Q4 2024. 39 funds tracked by Wall St. Rank hold CXAI as of Q1 2026.

  • Aviso Financial held 1 share of CXApp worth $0 as of Q1 2026.
  • Aviso Financial left its CXApp share count unchanged in Q1 2026.
  • CXApp made up ﹤0.01% of Aviso Financial's portfolio in Q1 2026, its #349 holding.
  • Aviso Financial first reported a position in CXApp in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's CXApp position peaked at $2 in Q4 2024.
  • 39 funds tracked by Wall St. Rank held CXApp as of Q1 2026.

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