CAPTRUST Financial Advisors’s Bandwidth Inc BAND Stock Holding History

CAPTRUST Financial Advisors’s Portfolio BAND Stock Details BAND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$885K	Buy	14,577 +1,906	+15%	+$105K	﹤0.01%	1837
2026 Q2	$802K	Buy	+12,671	New	+$569K	﹤0.01%	1858
2022 Q3	–	Sell	-262	Closed	-$5K	–	2241
2022 Q2	$5K	Sell	262 -102	-28%	-$2.36K	﹤0.01%	4062
2022 Q1	$12K	Sell	364 -44	-11%	-$2.11K	﹤0.01%	3691
2021 Q4	$29K	Buy	408 +244	+149%	+$19K	﹤0.01%	3038
2021 Q3	$15K	Sell	164 -52	-24%	-$6K	﹤0.01%	3340
2021 Q2	$30K	Buy	216 +30	+16%	+$3.76K	﹤0.01%	2831
2021 Q1	$24K	Buy	186 +8	+4%	+$1.24K	﹤0.01%	2882
2020 Q4	$27K	Buy	+178	New	+$29.3K	﹤0.01%	2110

Other funds holding BAND

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Panagora Asset Management Boston, Massachusetts $33.2B AUM 43.67% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

CAPTRUST Financial Advisors's BAND Position: Q3 2026 in Review

CAPTRUST Financial Advisors increased its Bandwidth Inc (BAND) stake by 15% in Q3 2026, buying an estimated $105K and bringing the position to 14,577 shares worth $885K. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

CAPTRUST Financial Advisors first reported a position in BAND in Q4 2020 and has held it in 9 quarters since. 141 funds tracked by Wall St. Rank hold BAND as of Q3 2026.

CAPTRUST Financial Advisors held 14,577 shares of Bandwidth Inc worth $885K as of Q3 2026.
CAPTRUST Financial Advisors bought 1,906 Bandwidth Inc shares in Q3 2026, an estimated $105K.
Bandwidth Inc made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #1837 holding.
CAPTRUST Financial Advisors first reported a position in Bandwidth Inc in Q4 2020 and has held it in 9 quarters since.
141 funds tracked by Wall St. Rank held Bandwidth Inc as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.