Naviter Wealth’s CXApp CXAI Stock Holding History

Naviter Wealth’s Portfolio CXAI Stock Details CXAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.86K	Hold	200	–	–	﹤0.01%	305
2026 Q1	$1.8K	Buy	+200	New	+$2.49K	﹤0.01%	271

Other funds holding CXAI

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Naviter Wealth's CXAI Position: Q2 2026 in Review

Naviter Wealth held its CXApp (CXAI) position steady in Q2 2026 at 200 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Naviter Wealth first reported a position in CXAI in Q1 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold CXAI as of Q2 2026.

Naviter Wealth held 200 shares of CXApp worth $1.86K as of Q2 2026.
Naviter Wealth left its CXApp share count unchanged in Q2 2026.
CXApp made up ﹤0.01% of Naviter Wealth's portfolio in Q2 2026, its #305 holding.
Naviter Wealth first reported a position in CXApp in Q1 2026 and has held it in 2 quarters since.
34 funds tracked by Wall St. Rank held CXApp as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.