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Liberty Wealth Management’s Caribou Biosciences CRBU Stock Holding History

Liberty Wealth Management’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 		$37K Hold
19,500
– – ﹤0.01% 266
2026
Q1 		$37K Hold
19,500
– – ﹤0.01% 266
2025
Q4 		$31K Hold
19,500
– – ﹤0.01% 245
2025
Q3 		$45.4K Buy
+19,500
New +$36.8K 0.01% 246

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Mackenzie Financial
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Renaissance Technologies
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KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Liberty Wealth Management's CRBU Position: Q2 2026 in Review

Liberty Wealth Management held its Caribou Biosciences (CRBU) position steady in Q2 2026 at 19,500 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Liberty Wealth Management first reported a position in CRBU in Q3 2025 and has held it in 4 quarters since. The position peaked at $45.4K in Q3 2025. 137 funds tracked by Wall St. Rank hold CRBU as of Q2 2026.

  • Liberty Wealth Management held 19,500 shares of Caribou Biosciences worth $37K as of Q2 2026.
  • Liberty Wealth Management left its Caribou Biosciences share count unchanged in Q2 2026.
  • Caribou Biosciences made up ﹤0.01% of Liberty Wealth Management's portfolio in Q2 2026, its #266 holding.
  • Liberty Wealth Management first reported a position in Caribou Biosciences in Q3 2025 and has held it in 4 quarters since.
  • Liberty Wealth Management's Caribou Biosciences position peaked at $45.4K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Caribou Biosciences as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.