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 Q1	$1.8K	Buy	+10,000	New	+$2.49K	﹤0.01%	271

Other funds holding CXAI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Naviter Wealth's CXAI Position: Q1 2026 in Review

Naviter Wealth opened a new position in CXApp (CXAI) in Q1 2026: 10,000 shares worth $1.8K. The stake represents ﹤0.01% of the portfolio and ranks #271 among its holdings.

39 funds tracked by Wall St. Rank hold CXAI as of Q1 2026.

Naviter Wealth held 10,000 shares of CXApp worth $1.8K as of Q1 2026.
CXApp was a new Naviter Wealth position in Q1 2026.
CXApp made up ﹤0.01% of Naviter Wealth's portfolio in Q1 2026, its #271 holding.
39 funds tracked by Wall St. Rank held CXApp as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.