New York State Common Retirement Fund
CARL

New York State Common Retirement Fund’s Carlsmed CARL Stock Holding History

New York State Common Retirement Fund’s Portfolio CARL Stock Details CARL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.7K Hold
1,800
– – ﹤0.01% 3129
2026
Q1 		$16.3K Hold
1,800
– – ﹤0.01% 3039
2025
Q4 		$22.2K Hold
1,800
– – ﹤0.01% 3069
2025
Q3 		$24.1K Buy
+1,800
New +$24.6K ﹤0.01% 3087

Other funds holding CARL

KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

New York State Common Retirement Fund's CARL Position: Q2 2026 in Review

New York State Common Retirement Fund held its Carlsmed (CARL) position steady in Q2 2026 at 1,800 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3129.

New York State Common Retirement Fund first reported a position in CARL in Q3 2025 and has held it in 4 quarters since. The position peaked at $24.1K in Q3 2025. 14 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • New York State Common Retirement Fund held 1,800 shares of Carlsmed worth $18.7K as of Q2 2026.
  • New York State Common Retirement Fund left its Carlsmed share count unchanged in Q2 2026.
  • Carlsmed made up ﹤0.01% of New York State Common Retirement Fund's portfolio in Q2 2026, its #3129 holding.
  • New York State Common Retirement Fund first reported a position in Carlsmed in Q3 2025 and has held it in 4 quarters since.
  • New York State Common Retirement Fund's Carlsmed position peaked at $24.1K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.