Larson Financial Group
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Larson Financial Group’s Caris Life Sciences CAI Stock Holding History

Larson Financial Group’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
Q3 		$21.3K Sell
696
-493
-41% -$11.1K ﹤0.01% 2066
2026
Q2 		$21.2K Buy
1,189
+1,037
+682% +$18.6K ﹤0.01% 1979
2026
Q1 		$2.72K Buy
+152
New +$3.32K ﹤0.01% 2866

Other funds holding CAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Larson Financial Group's CAI Position: Q3 2026 in Review

Larson Financial Group reduced its Caris Life Sciences (CAI) stake by 41% in Q3 2026, selling an estimated $11.1K and leaving 696 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

Larson Financial Group first reported a position in CAI in Q1 2026 and has held it in 3 quarters since. 166 funds tracked by Wall St. Rank hold CAI as of Q3 2026.

  • Larson Financial Group held 696 shares of Caris Life Sciences worth $21.3K as of Q3 2026.
  • Larson Financial Group sold 493 Caris Life Sciences shares in Q3 2026, an estimated $11.1K.
  • Caris Life Sciences made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2066 holding.
  • Larson Financial Group first reported a position in Caris Life Sciences in Q1 2026 and has held it in 3 quarters since.
  • 166 funds tracked by Wall St. Rank held Caris Life Sciences as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.