Citigroup
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Citigroup’s Caris Life Sciences CAI Stock Holding History

Citigroup’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
Q3 		$2.3M Sell
75,012
-36,224
-33% -$813K ﹤0.01% 2713
2026
Q2 		$1.98M Buy
111,236
+34,056
+44% +$610K ﹤0.01% 2943
2026
Q1 		$1.38M Buy
77,180
+46,455
+151% +$1.02M ﹤0.01% 2904
2025
Q4 		$829K Sell
30,725
-17,720
-37% -$499K ﹤0.01% 3251
2025
Q3 		$1.47M Buy
48,445
+48,433
+403,608% +$1.54M ﹤0.01% 2915
2025
Q2 		$321 Buy
+12
New +$323 ﹤0.01% 5461

Other funds holding CAI

Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup's CAI Position: Q3 2026 in Review

Citigroup reduced its Caris Life Sciences (CAI) stake by 33% in Q3 2026, selling an estimated $813K and leaving 75,012 shares worth $2.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2713.

Citigroup first reported a position in CAI in Q2 2025 and has held it in 6 quarters since. 98 funds tracked by Wall St. Rank hold CAI as of Q3 2026.

  • Citigroup held 75,012 shares of Caris Life Sciences worth $2.3M as of Q3 2026.
  • Citigroup sold 36,224 Caris Life Sciences shares in Q3 2026, an estimated $813K.
  • Caris Life Sciences made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #2713 holding.
  • Citigroup first reported a position in Caris Life Sciences in Q2 2025 and has held it in 6 quarters since.
  • 98 funds tracked by Wall St. Rank held Caris Life Sciences as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.