J.W. Cole Advisors’s Caribou Biosciences CRBU Stock Holding History

J.W. Cole 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
2026 Q2	$19.8K	Buy	+11,269	New	+$22.3K	﹤0.01%	1580
2026 Q1	–	Sell	-11,269	Closed	-$17.9K	–	891
2025 Q4	$17.9K	Hold	11,269	–	–	﹤0.01%	1440
2025 Q3	$26.3K	Sell	11,269 -735	-6%	-$1.39K	﹤0.01%	1531
2025 Q2	$15.1K	Hold	12,004	–	–	﹤0.01%	1456
2025 Q1	$11K	Buy	+12,004	New	+$15.6K	﹤0.01%	1248

Other funds holding CRBU

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HHCP

Hilton Head Capital Partners Hilton Head Island, South Carolina $198M AUM

NWS

Nvest Wealth Strategies Powell, Ohio $160M AUM

J.W. Cole Advisors's CRBU Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Caribou Biosciences (CRBU) in Q2 2026: 11,269 shares worth $19.8K. The stake represents ﹤0.01% of the portfolio and ranks #1580 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in CRBU as recently as Q4 2025.

J.W. Cole Advisors first reported a position in CRBU in Q1 2025 and has held it in 5 quarters since. The position peaked at $26.3K in Q3 2025. 16 funds tracked by Wall St. Rank hold CRBU as of Q2 2026.

J.W. Cole Advisors held 11,269 shares of Caribou Biosciences worth $19.8K as of Q2 2026.
Caribou Biosciences was a new J.W. Cole Advisors position in Q2 2026.
Caribou Biosciences made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1580 holding.
J.W. Cole Advisors first reported a position in Caribou Biosciences in Q1 2025 and has held it in 5 quarters since.
J.W. Cole Advisors's Caribou Biosciences position peaked at $26.3K in Q3 2025.
16 funds tracked by Wall St. Rank held Caribou Biosciences as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.