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Sax Wealth Advisors’s Caribou Biosciences CRBU Stock Holding History

Sax Wealth Advisors’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
Q3 		$16.8K Buy
+13,231
New +$20.7K ﹤0.01% 747

Other funds holding CRBU

GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Sax Wealth Advisors's CRBU Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in Caribou Biosciences (CRBU) in Q3 2026: 13,231 shares worth $16.8K. The stake represents ﹤0.01% of the portfolio and ranks #747 among its holdings.

7 funds tracked by Wall St. Rank hold CRBU as of Q3 2026.

  • Sax Wealth Advisors held 13,231 shares of Caribou Biosciences worth $16.8K as of Q3 2026.
  • Caribou Biosciences was a new Sax Wealth Advisors position in Q3 2026.
  • Caribou Biosciences made up ﹤0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #747 holding.
  • 7 funds tracked by Wall St. Rank held Caribou Biosciences as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.