Roxbury Financial’s Caris Life Sciences CAI Stock Holding History

Roxbury Financial’s Portfolio CAI Stock Details CAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$295K	Buy	+9,639	New	+$216K	0.23%	82

Other funds holding CAI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Roxbury Financial's CAI Position: Q3 2026 in Review

Roxbury Financial opened a new position in Caris Life Sciences (CAI) in Q3 2026: 9,639 shares worth $295K. The stake represents 0.23% of the portfolio and ranks #82 among its holdings.

18 funds tracked by Wall St. Rank hold CAI as of Q3 2026.

Roxbury Financial held 9,639 shares of Caris Life Sciences worth $295K as of Q3 2026.
Caris Life Sciences was a new Roxbury Financial position in Q3 2026.
Caris Life Sciences made up 0.23% of Roxbury Financial's portfolio in Q3 2026, its #82 holding.
18 funds tracked by Wall St. Rank held Caris Life Sciences as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.