CG
BIVI icon

Caprock Group’s BioVie BIVI Stock Holding History

Caprock Group’s Portfolio BIVI Stock Details BIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.9K Buy
+11,300
New +$17.7K ﹤0.01% 1229

Other funds holding BIVI

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Caprock Group's BIVI Position: Q2 2026 in Review

Caprock Group opened a new position in BioVie (BIVI) in Q2 2026: 11,300 shares worth $21.9K. The stake represents ﹤0.01% of the portfolio and ranks #1229 among its holdings.

6 funds tracked by Wall St. Rank hold BIVI as of Q2 2026.

  • Caprock Group held 11,300 shares of BioVie worth $21.9K as of Q2 2026.
  • BioVie was a new Caprock Group position in Q2 2026.
  • BioVie made up ﹤0.01% of Caprock Group's portfolio in Q2 2026, its #1229 holding.
  • 6 funds tracked by Wall St. Rank held BioVie as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.