Personal CFO Solutions’s Campbell Soup CPB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$607K	Buy	27,277 +18,985	+229%	+$487K	0.09%	213
2025 Q4	$231K	Buy	8,292 +573	+7%	+$17.2K	0.04%	459
2025 Q3	$244K	Buy	+7,719	New	+$249K	0.04%	430
2025 Q2	–	Sell	-8,077	Closed	-$322K	–	489
2025 Q1	$322K	Buy	8,077 +421	+5%	+$16.5K	0.07%	297
2024 Q4	$321K	Sell	7,656 -619	-7%	-$28K	0.06%	301
2024 Q3	$405K	Buy	8,275 +193	+2%	+$9.39K	0.06%	315
2024 Q2	$365K	Buy	8,082 +193	+2%	+$8.6K	0.06%	325
2024 Q1	$351K	Buy	+7,889	New	+$341K	0.05%	355

Other funds holding CPB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Dimensional Fund Advisors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return