Kestra Advisory Services’s Caris Life Sciences CAI Stock Holding History

Kestra Advisory Services’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	$501K	Buy	+28,090	New	+$503K	﹤0.01%	2347

Other funds holding CAI

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CUAMC

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

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ORI

Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

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

Kestra Advisory Services's CAI Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in Caris Life Sciences (CAI) in Q2 2026: 28,090 shares worth $501K. The stake represents ﹤0.01% of the portfolio and ranks #2347 among its holdings.

38 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

Kestra Advisory Services held 28,090 shares of Caris Life Sciences worth $501K as of Q2 2026.
Caris Life Sciences was a new Kestra Advisory Services position in Q2 2026.
Caris Life Sciences made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2347 holding.
38 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.