CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Sera Prognostics SERA Stock Holding History

CAPTRUST Financial Advisors’s Portfolio SERA Stock Details SERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.09M Sell
536,761
-5
-0% -$13 ﹤0.01% 1568
2025
Q4 		$1.58M Sell
536,766
-65,570
-11% -$212K ﹤0.01% 1211
2025
Q3 		$1.84M Buy
602,336
+59
+0% +$168 ﹤0.01% 1070
2025
Q2 		$1.67M Buy
602,277
+100,366
+20% +$248K ﹤0.01% 1064
2025
Q1 		$1.85M Buy
501,911
+14,017
+3% +$71.4K ﹤0.01% 944
2024
Q4 		$3.97M Buy
487,894
+10,673
+2% +$78.4K 0.01% 600
2024
Q3 		$3.72M Buy
477,221
+17
+0% +$123 0.01% 613
2024
Q2 		$2.83M Buy
477,204
+64,517
+16% +$577K 0.01% 679
2024
Q1 		$3.76M Buy
412,687
+13,104
+3% +$104K 0.01% 571
2023
Q4 		$2.39M Sell
399,583
-23,216
-5% -$67.4K 0.01% 836
2023
Q3 		$786K Buy
422,799
+41,062
+11% +$98.1K ﹤0.01% 1345
2023
Q2 		$1.26M Hold
381,737
– – 0.01% 1068
2023
Q1 		$1.46M Buy
381,737
+2,500
+0.7% +$6.57K 0.01% 856
2022
Q4 		$478K Buy
379,237
+141,138
+59% +$199K ﹤0.01% 1365
2022
Q3 		$381K Buy
+238,099
New +$480K ﹤0.01% 1391

Other funds holding SERA

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

CAPTRUST Financial Advisors's SERA Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Sera Prognostics (SERA) stake by 0% in Q1 2026, selling an estimated $13 and leaving 536,761 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

CAPTRUST Financial Advisors first reported a position in SERA in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.97M in Q4 2024. 56 funds tracked by Wall St. Rank hold SERA as of Q1 2026.

  • CAPTRUST Financial Advisors held 536,761 shares of Sera Prognostics worth $1.09M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 5 Sera Prognostics shares in Q1 2026, an estimated $13.
  • Sera Prognostics made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1568 holding.
  • CAPTRUST Financial Advisors first reported a position in Sera Prognostics in Q3 2022 and has held it in 15 quarters since.
  • CAPTRUST Financial Advisors's Sera Prognostics position peaked at $3.97M in Q4 2024.
  • 56 funds tracked by Wall St. Rank held Sera Prognostics as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.