CX Institutional
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CX Institutional’s Bandwidth Inc BAND Stock Holding History

CX Institutional’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 		$188K Sell
3,100
-9
-0.3% -$498 0.01% 759
2026
Q2 		$197K Sell
3,109
-5,455
-64% -$245K 0.01% 746
2026
Q1 		$153K Buy
8,564
+327
+4% +$4.79K ﹤0.01% 782
2025
Q4 		$127K Sell
8,237
-30
-0.4% -$455 ﹤0.01% 810
2025
Q3 		$138K Sell
8,267
-6,917
-46% -$107K ﹤0.01% 776
2025
Q2 		$241K Buy
+15,184
New +$206K 0.01% 564

Other funds holding BAND

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional's BAND Position: Q3 2026 in Review

CX Institutional reduced its Bandwidth Inc (BAND) stake by 0.29% in Q3 2026, selling an estimated $498 and leaving 3,100 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #759.

CX Institutional first reported a position in BAND in Q2 2025 and has held it in 6 quarters since. The position peaked at $241K in Q2 2025. 11 funds tracked by Wall St. Rank hold BAND as of Q3 2026.

  • CX Institutional held 3,100 shares of Bandwidth Inc worth $188K as of Q3 2026.
  • CX Institutional sold 9 Bandwidth Inc shares in Q3 2026, an estimated $498.
  • Bandwidth Inc made up 0.01% of CX Institutional's portfolio in Q3 2026, its #759 holding.
  • CX Institutional first reported a position in Bandwidth Inc in Q2 2025 and has held it in 6 quarters since.
  • CX Institutional's Bandwidth Inc position peaked at $241K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Bandwidth Inc as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.