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Integrated Financial Solutions’s Credo Technology Group CRDO Stock Holding History

Integrated Financial Solutions’s Portfolio CRDO Stock Details CRDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.54M Buy
7,887
+4,672
+145% +$1.01M 0.79% 19
2026
Q2 		$874K Buy
+3,215
New +$635K 0.47% 22

Other funds holding CRDO

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Integrated Financial Solutions's CRDO Position: Q3 2026 in Review

Integrated Financial Solutions increased its Credo Technology Group (CRDO) stake by 145% in Q3 2026, buying an estimated $1.01M and bringing the position to 7,887 shares worth $1.54M. The position accounts for 0.79% of the portfolio, ranked #19.

Integrated Financial Solutions first reported a position in CRDO in Q2 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold CRDO as of Q3 2026.

  • Integrated Financial Solutions held 7,887 shares of Credo Technology Group worth $1.54M as of Q3 2026.
  • Integrated Financial Solutions bought 4,672 Credo Technology Group shares in Q3 2026, an estimated $1.01M.
  • Credo Technology Group made up 0.79% of Integrated Financial Solutions's portfolio in Q3 2026, its #19 holding.
  • Integrated Financial Solutions first reported a position in Credo Technology Group in Q2 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Credo Technology Group as of Q3 2026.

Based on Integrated Financial Solutions's 13F filing for Q3 2026, filed 9 Oct 2026.