LPL Financial
CAI

LPL Financial’s Caris Life Sciences CAI Stock Holding History

LPL Financial’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 		$918K Buy
51,502
+9,461
+23% +$169K ﹤0.01% 4500
2026
Q1 		$752K Buy
42,041
+16,330
+64% +$357K ﹤0.01% 4414
2025
Q4 		$694K Buy
25,711
+9,720
+61% +$274K ﹤0.01% 4416
2025
Q3 		$484K Buy
15,991
+6,799
+74% +$217K ﹤0.01% 4655
2025
Q2 		$246K Buy
+9,192
New +$248K ﹤0.01% 4929

Other funds holding CAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial's CAI Position: Q2 2026 in Review

LPL Financial increased its Caris Life Sciences (CAI) stake by 23% in Q2 2026, buying an estimated $169K and bringing the position to 51,502 shares worth $918K. The position accounts for ﹤0.01% of the portfolio, ranked #4500.

LPL Financial first reported a position in CAI in Q2 2025 and has held it in 5 quarters since. 96 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

  • LPL Financial held 51,502 shares of Caris Life Sciences worth $918K as of Q2 2026.
  • LPL Financial bought 9,461 Caris Life Sciences shares in Q2 2026, an estimated $169K.
  • Caris Life Sciences made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4500 holding.
  • LPL Financial first reported a position in Caris Life Sciences in Q2 2025 and has held it in 5 quarters since.
  • 96 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.