FFA
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Farther Finance Advisors’s Caris Life Sciences CAI Stock Holding History

Farther Finance Advisors’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 		$156K Buy
5,105
+4,977
+3,888% +$112K ﹤0.01% 2492
2026
Q2 		$2.28K Sell
128
-4
-3% -$72 ﹤0.01% 5125
2026
Q1 		$2.52K Buy
132
+103
+355% +$2.25K ﹤0.01% 4804
2025
Q4 		$782 Buy
+29
New +$817 ﹤0.01% 4962

Other funds holding CAI

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Farther Finance Advisors's CAI Position: Q3 2026 in Review

Farther Finance Advisors increased its Caris Life Sciences (CAI) stake by 3,888% in Q3 2026, buying an estimated $112K and bringing the position to 5,105 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #2492.

Farther Finance Advisors first reported a position in CAI in Q4 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold CAI as of Q3 2026.

  • Farther Finance Advisors held 5,105 shares of Caris Life Sciences worth $156K as of Q3 2026.
  • Farther Finance Advisors bought 4,977 Caris Life Sciences shares in Q3 2026, an estimated $112K.
  • Caris Life Sciences made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2492 holding.
  • Farther Finance Advisors first reported a position in Caris Life Sciences in Q4 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Caris Life Sciences as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.