Janney Montgomery Scott
CARL

Janney Montgomery Scott’s Carlsmed CARL Stock Holding History

Janney Montgomery Scott’s Portfolio CARL Stock Details CARL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$135K Buy
+13,025
New +$137K ﹤0.01% 3046
2026
Q1 		– Sell
-15,800
Closed -$195K – 3114
2025
Q4 		$195K Buy
15,800
+1,000
+7% +$13.3K ﹤0.01% 2811
2025
Q3 		$198K Buy
+14,800
New +$202K ﹤0.01% 2735

Other funds holding CARL

JT
Jupiter Topco New York $245B AUM
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KC
KCM Capital Shawnee, Kansas $618M AUM
PC
Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janney Montgomery Scott's CARL Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in Carlsmed (CARL) in Q2 2026: 13,025 shares worth $135K. The stake represents ﹤0.01% of the portfolio and ranks #3046 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in CARL as recently as Q4 2025.

Janney Montgomery Scott first reported a position in CARL in Q3 2025 and has held it in 3 quarters since. The position peaked at $198K in Q3 2025. 75 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • Janney Montgomery Scott held 13,025 shares of Carlsmed worth $135K as of Q2 2026.
  • Carlsmed was a new Janney Montgomery Scott position in Q2 2026.
  • Carlsmed made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #3046 holding.
  • Janney Montgomery Scott first reported a position in Carlsmed in Q3 2025 and has held it in 3 quarters since.
  • Janney Montgomery Scott's Carlsmed position peaked at $198K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.