EWA
CRBU icon

EverSource Wealth Advisors’s Caribou Biosciences CRBU Stock Holding History

EverSource Wealth Advisors’s Portfolio CRBU Stock Details CRBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-24
Closed -$56 – 4304
2025
Q3 		$56 Sell
24
-525
-96% -$991 ﹤0.01% 4246
2025
Q2 		$691 Sell
549
-60
-10% -$59 ﹤0.01% 3819
2025
Q1 		$556 Buy
+609
New +$792 ﹤0.01% 3421

Other funds holding CRBU

P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EverSource Wealth Advisors's CRBU Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Caribou Biosciences (CRBU) in Q4 2025, closing a stake of 24 shares — an estimated $56 sold.

EverSource Wealth Advisors first reported a position in CRBU in Q1 2025 and held it in 3 quarters. The position peaked at $691 in Q2 2025. 124 funds tracked by Wall St. Rank hold CRBU as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Caribou Biosciences position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 24 Caribou Biosciences shares in Q4 2025, an estimated $56.
  • EverSource Wealth Advisors first reported a position in Caribou Biosciences in Q1 2025 and held it in 3 quarters.
  • EverSource Wealth Advisors's Caribou Biosciences position peaked at $691 in Q2 2025.
  • 124 funds tracked by Wall St. Rank held Caribou Biosciences as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.