Dynamic Financial Group’s Carisma Therapeutics CARM Stock Holding History

Dynamic Financial Group’s Portfolio CARM Stock Details CARM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-15,350	Closed	-$4.21K	–	70
2025 Q3	$4.21K	Hold	15,350	–	–	﹤0.01%	66
2025 Q2	$6.01K	Hold	15,350	–	–	0.01%	61
2025 Q1	$4.76K	Hold	15,350	–	–	﹤0.01%	57
2024 Q4	$6.43K	Buy	+15,350	New	+$12.7K	0.01%	61

Other funds holding CARM

Merck & Co Kenilworth, New Jersey $349M AUM 146.07% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return

Dynamic Financial Group's CARM Position: Q4 2025 in Review

Dynamic Financial Group sold out of Carisma Therapeutics (CARM) in Q4 2025, closing a stake of 15,350 shares — an estimated $4.21K sold.

Dynamic Financial Group first reported a position in CARM in Q4 2024 and held it in 4 quarters. The position peaked at $6.43K in Q4 2024. 7 funds tracked by Wall St. Rank hold CARM as of Q4 2025.

Dynamic Financial Group reported no remaining Carisma Therapeutics position as of Q4 2025 after selling out during the quarter.
Dynamic Financial Group sold 15,350 Carisma Therapeutics shares in Q4 2025, an estimated $4.21K.
Dynamic Financial Group first reported a position in Carisma Therapeutics in Q4 2024 and held it in 4 quarters.
Dynamic Financial Group's Carisma Therapeutics position peaked at $6.43K in Q4 2024.
7 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q4 2025.

Based on Dynamic Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.