BF
CAI

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
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 $1.9T AUM 41.92% 1-Year Est. Return
JHWEPV
J. H. Whitney Equity Partners VI New Canaan, Connecticut $326M AUM
SSP
Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BOK Financial's CAI Position: Q1 2026 in Review

BOK Financial held its Caris Life Sciences (CAI) position steady in Q1 2026 at 1,131 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

BOK Financial first reported a position in CAI in Q3 2025 and has held it in 3 quarters since. The position peaked at $34.2K in Q3 2025. 202 funds tracked by Wall St. Rank hold CAI as of Q1 2026.

  • BOK Financial held 1,131 shares of Caris Life Sciences worth $20.2K as of Q1 2026.
  • BOK Financial left its Caris Life Sciences share count unchanged in Q1 2026.
  • Caris Life Sciences made up ﹤0.01% of BOK Financial's portfolio in Q1 2026, its #906 holding.
  • BOK Financial first reported a position in Caris Life Sciences in Q3 2025 and has held it in 3 quarters since.
  • BOK Financial's Caris Life Sciences position peaked at $34.2K in Q3 2025.
  • 202 funds tracked by Wall St. Rank held Caris Life Sciences as of Q1 2026.

Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.