CX Institutional’s Core Scientific CORZ Stock Holding History

CX Institutional’s Portfolio CORZ Stock Details CORZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$191K	Sell	11,964 -667	-5%	-$13.1K	0.01%	754
2026 Q2	$323K	Sell	12,631 -312	-2%	-$7.35K	0.01%	600
2026 Q1	$194K	Buy	12,943 +1,226	+10%	+$20.9K	0.01%	728
2025 Q4	$171K	Buy	11,717 +748	+7%	+$13K	0.01%	751
2025 Q3	$197K	Buy	+10,969	New	+$161K	0.01%	696

Other funds holding CORZ

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

CCAM

Capelight Capital Asset Management New York $254M AUM 164.28% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

CX Institutional's CORZ Position: Q3 2026 in Review

CX Institutional reduced its Core Scientific (CORZ) stake by 5.3% in Q3 2026, selling an estimated $13.1K and leaving 11,964 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #754.

CX Institutional first reported a position in CORZ in Q3 2025 and has held it in 5 quarters since. The position peaked at $323K in Q2 2026. 57 funds tracked by Wall St. Rank hold CORZ as of Q3 2026.

CX Institutional held 11,964 shares of Core Scientific worth $191K as of Q3 2026.
CX Institutional sold 667 Core Scientific shares in Q3 2026, an estimated $13.1K.
Core Scientific made up 0.01% of CX Institutional's portfolio in Q3 2026, its #754 holding.
CX Institutional first reported a position in Core Scientific in Q3 2025 and has held it in 5 quarters since.
CX Institutional's Core Scientific position peaked at $323K in Q2 2026.
57 funds tracked by Wall St. Rank held Core Scientific as of Q3 2026.

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