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BOK Financial’s Caris Life Sciences CAI Stock Holding History

BOK Financial’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 		$38.3K Buy
2,152
+1,021
+90% +$18.3K ﹤0.01% 869
2026
Q1 		$20.2K Hold
1,131
– – ﹤0.01% 906
2025
Q4 		$30.5K Hold
1,131
– – ﹤0.01% 893
2025
Q3 		$34.2K Buy
+1,131
New +$36.1K ﹤0.01% 886

Other funds holding CAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JHWEPV
J. H. Whitney Equity Partners VI New Canaan, Connecticut $201M AUM
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BOK Financial's CAI Position: Q2 2026 in Review

BOK Financial increased its Caris Life Sciences (CAI) stake by 90% in Q2 2026, buying an estimated $18.3K and bringing the position to 2,152 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

BOK Financial first reported a position in CAI in Q3 2025 and has held it in 4 quarters since. 247 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

  • BOK Financial held 2,152 shares of Caris Life Sciences worth $38.3K as of Q2 2026.
  • BOK Financial bought 1,021 Caris Life Sciences shares in Q2 2026, an estimated $18.3K.
  • Caris Life Sciences made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #869 holding.
  • BOK Financial first reported a position in Caris Life Sciences in Q3 2025 and has held it in 4 quarters since.
  • 247 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.