NWS
CRBU icon

Nvest Wealth Strategies’s Caribou Biosciences CRBU Stock Holding History

Nvest Wealth Strategies’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 		$4.44K Hold
2,525
– – ﹤0.01% 158
2026
Q1 		$4.8K Hold
2,525
– – ﹤0.01% 151
2025
Q4 		$4.01K Buy
+2,525
New +$5.3K ﹤0.01% 163

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Nvest Wealth Strategies's CRBU Position: Q2 2026 in Review

Nvest Wealth Strategies held its Caribou Biosciences (CRBU) position steady in Q2 2026 at 2,525 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #158.

Nvest Wealth Strategies first reported a position in CRBU in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.8K in Q1 2026. 45 funds tracked by Wall St. Rank hold CRBU as of Q2 2026.

  • Nvest Wealth Strategies held 2,525 shares of Caribou Biosciences worth $4.44K as of Q2 2026.
  • Nvest Wealth Strategies left its Caribou Biosciences share count unchanged in Q2 2026.
  • Caribou Biosciences made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #158 holding.
  • Nvest Wealth Strategies first reported a position in Caribou Biosciences in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Caribou Biosciences position peaked at $4.8K in Q1 2026.
  • 45 funds tracked by Wall St. Rank held Caribou Biosciences as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.