FCA
KLRS

Fortis Capital Advisors’s Kalaris Therapeutics KLRS Stock Holding History

Fortis Capital Advisors’s Portfolio KLRS Stock Details KLRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$163K Hold
40,000
– – 0.02% 397
2026
Q1 		$231K Hold
40,000
– – 0.03% 341
2025
Q4 		$338K Hold
40,000
– – 0.05% 237
2025
Q3 		$231K Buy
+40,000
New +$132K 0.04% 250

Other funds holding KLRS

BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
WAM
WealthTrust Asset Management Destin, Florida $185M AUM 26.82% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Fortis Capital Advisors's KLRS Position: Q2 2026 in Review

Fortis Capital Advisors held its Kalaris Therapeutics (KLRS) position steady in Q2 2026 at 40,000 shares worth $163K. The position accounts for 0.02% of the portfolio, ranked #397.

Fortis Capital Advisors first reported a position in KLRS in Q3 2025 and has held it in 4 quarters since. The position peaked at $338K in Q4 2025. 4 funds tracked by Wall St. Rank hold KLRS as of Q2 2026.

  • Fortis Capital Advisors held 40,000 shares of Kalaris Therapeutics worth $163K as of Q2 2026.
  • Fortis Capital Advisors left its Kalaris Therapeutics share count unchanged in Q2 2026.
  • Kalaris Therapeutics made up 0.02% of Fortis Capital Advisors's portfolio in Q2 2026, its #397 holding.
  • Fortis Capital Advisors first reported a position in Kalaris Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • Fortis Capital Advisors's Kalaris Therapeutics position peaked at $338K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Kalaris Therapeutics as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.