KF
CCC

Krilogy Financial’s CCC Intelligent Solutions CCC Stock Holding History

Krilogy Financial’s Portfolio CCC Stock Details CCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$61.4K Sell
11,897
-26,559
-69% -$131K ﹤0.01% 1030
2026
Q1 		$215K Buy
+38,456
New +$252K 0.01% 872

Other funds holding CCC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Krilogy Financial's CCC Position: Q2 2026 in Review

Krilogy Financial reduced its CCC Intelligent Solutions (CCC) stake by 69% in Q2 2026, selling an estimated $131K and leaving 11,897 shares worth $61.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Krilogy Financial first reported a position in CCC in Q1 2026 and has held it in 2 quarters since. The position peaked at $215K in Q1 2026. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Krilogy Financial held 11,897 shares of CCC Intelligent Solutions worth $61.4K as of Q2 2026.
  • Krilogy Financial sold 26,559 CCC Intelligent Solutions shares in Q2 2026, an estimated $131K.
  • CCC Intelligent Solutions made up ﹤0.01% of Krilogy Financial's portfolio in Q2 2026, its #1030 holding.
  • Krilogy Financial first reported a position in CCC Intelligent Solutions in Q1 2026 and has held it in 2 quarters since.
  • Krilogy Financial's CCC Intelligent Solutions position peaked at $215K in Q1 2026.
  • 355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.