PCS
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Private Client Services’s Cirrus Logic CRUS Stock Holding History

Private Client Services’s Portfolio CRUS Stock Details CRUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,015
Closed -$299K – 234
2026
Q2 		$299K Sell
2,015
-3,430
-63% -$561K 0.08% 171
2026
Q1 		$787K Buy
+5,445
New +$733K 0.24% 78
2025
Q2 		– Sell
-9,121
Closed -$909K – 207
2025
Q1 		$909K Buy
+9,121
New +$940K 0.45% 60

Other funds holding CRUS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MSS
Mitchell Sinkler & Starr Philadelphia, Pennsylvania $247M AUM 20.34% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Private Client Services's CRUS Position: Q3 2026 in Review

Private Client Services sold out of Cirrus Logic (CRUS) in Q3 2026, closing a stake of 2,015 shares — an estimated $299K sold.

Private Client Services first reported a position in CRUS in Q1 2025 and held it in 3 quarters. The position peaked at $909K in Q1 2025. 16 funds tracked by Wall St. Rank hold CRUS as of Q3 2026.

  • Private Client Services reported no remaining Cirrus Logic position as of Q3 2026 after selling out during the quarter.
  • Private Client Services sold 2,015 Cirrus Logic shares in Q3 2026, an estimated $299K.
  • Private Client Services first reported a position in Cirrus Logic in Q1 2025 and held it in 3 quarters.
  • Private Client Services's Cirrus Logic position peaked at $909K in Q1 2025.
  • 16 funds tracked by Wall St. Rank held Cirrus Logic as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.