LPL Financial
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LPL Financial’s Caribou Biosciences CRBU Stock Holding History

LPL Financial’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 		$216K Buy
122,774
+87,500
+248% +$173K ﹤0.01% 5706
2026
Q1 		$67K Buy
35,274
+19,750
+127% +$33.9K ﹤0.01% 5744
2025
Q4 		$24.7K Buy
15,524
+5,228
+51% +$11K ﹤0.01% 5791
2025
Q3 		$24K Buy
+10,296
New +$19.4K ﹤0.01% 5720
2024
Q4 		– Sell
-10,483
Closed -$20.5K – 5314
2024
Q3 		$20.5K Buy
+10,483
New +$21.5K ﹤0.01% 5083
2024
Q2 		– Sell
-23,897
Closed -$123K – 5041
2024
Q1 		$123K Buy
+23,897
New +$147K ﹤0.01% 4634

Other funds holding CRBU

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
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial's CRBU Position: Q2 2026 in Review

LPL Financial increased its Caribou Biosciences (CRBU) stake by 248% in Q2 2026, buying an estimated $173K and bringing the position to 122,774 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #5706.

LPL Financial first reported a position in CRBU in Q1 2024 and has held it in 6 quarters since. 45 funds tracked by Wall St. Rank hold CRBU as of Q2 2026.

  • LPL Financial held 122,774 shares of Caribou Biosciences worth $216K as of Q2 2026.
  • LPL Financial bought 87,500 Caribou Biosciences shares in Q2 2026, an estimated $173K.
  • Caribou Biosciences made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5706 holding.
  • LPL Financial first reported a position in Caribou Biosciences in Q1 2024 and has held it in 6 quarters since.
  • 45 funds tracked by Wall St. Rank held Caribou Biosciences as of Q2 2026.

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