Personal CFO Solutions’s Cabot Corp CBT Stock Holding History

Personal CFO Solutions’s Portfolio CBT Stock Details CBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,004	Closed	-$304K	–	507
2025 Q3	$304K	Buy	4,004 +15	+0.4%	+$1.17K	0.05%	344
2025 Q2	$299K	Buy	3,989 +9	+0.2%	+$689	0.06%	333
2025 Q1	$331K	Sell	3,980 -305	-7%	-$26.3K	0.07%	289
2024 Q4	$391K	Buy	4,285 +137	+3%	+$14.7K	0.08%	249
2024 Q3	$464K	Buy	4,148 +118	+3%	+$11.8K	0.06%	283
2024 Q2	$370K	Sell	4,030 -219	-5%	-$21.2K	0.06%	322
2024 Q1	$392K	Sell	4,249 -17	-0.4%	-$1.38K	0.06%	318
2023 Q4	$356K	Buy	4,266 +633	+17%	+$47K	0.06%	327
2023 Q3	$252K	Buy	3,633 +76	+2%	+$5.28K	0.05%	371
2023 Q2	$238K	Buy	+3,557	New	+$253K	0.05%	398

Other funds holding CBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

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