BPI
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BFC Planning, Inc.’s Caris Life Sciences CAI Stock Holding History

BFC Planning, Inc.’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
Q2 		$570 Hold
32
– – ﹤0.01% 3235
2026
Q1 		$572 Buy
32
+17
+113% +$372 ﹤0.01% 2838
2025
Q4 		$405 Buy
+15
New +$422 ﹤0.01% 2953

Other funds holding CAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
J. H. Whitney Equity Partners VI
J. H. Whitney Equity Partners VI New Canaan, Connecticut $201M AUM
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Braidwell
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Sixth Street Partners
Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return
PointState Capital
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BFC Planning, Inc.'s CAI Position: Q2 2026 in Review

BFC Planning, Inc. held its Caris Life Sciences (CAI) position steady in Q2 2026 at 32 shares worth $570. The position accounts for ﹤0.01% of the portfolio, ranked #3235.

BFC Planning, Inc. first reported a position in CAI in Q4 2025 and has held it in 3 quarters since. The position peaked at $572 in Q1 2026. 248 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

  • BFC Planning, Inc. held 32 shares of Caris Life Sciences worth $570 as of Q2 2026.
  • BFC Planning, Inc. left its Caris Life Sciences share count unchanged in Q2 2026.
  • Caris Life Sciences made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3235 holding.
  • BFC Planning, Inc. first reported a position in Caris Life Sciences in Q4 2025 and has held it in 3 quarters since.
  • BFC Planning, Inc.'s Caris Life Sciences position peaked at $572 in Q1 2026.
  • 248 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.