SBI Securities’s Coda Octopus Group CODA Stock Holding History

SBI Securities’s Portfolio CODA Stock Details CODA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.4K	Buy	1,067 +421	+65%	+$4.3K	﹤0.01%	1787
2026 Q2	$6.31K	Buy	646 +590	+1,054%	+$6.83K	﹤0.01%	2067
2026 Q1	$633	Buy	+56	New	+$685	﹤0.01%	2804
2025 Q4	–	Sell	-10	Closed	-$80	–	4073
2025 Q3	$80	Sell	10 -203	-95%	-$1.6K	﹤0.01%	3582
2025 Q2	$1.74K	Buy	213 +183	+610%	+$1.26K	﹤0.01%	2448
2025 Q1	$187	Buy	30 +20	+200%	+$151	﹤0.01%	3244
2024 Q4	$78	Buy	+10	New	+$85	﹤0.01%	3526

Other funds holding CODA

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return

InTrack Investment Management South Burlington, Vermont $207M AUM 23.38% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

SBI Securities's CODA Position: Q3 2026 in Review

SBI Securities increased its Coda Octopus Group (CODA) stake by 65% in Q3 2026, buying an estimated $4.3K and bringing the position to 1,067 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

SBI Securities first reported a position in CODA in Q4 2024 and has held it in 7 quarters since. 6 funds tracked by Wall St. Rank hold CODA as of Q3 2026.

SBI Securities held 1,067 shares of Coda Octopus Group worth $11.4K as of Q3 2026.
SBI Securities bought 421 Coda Octopus Group shares in Q3 2026, an estimated $4.3K.
Coda Octopus Group made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #1787 holding.
SBI Securities first reported a position in Coda Octopus Group in Q4 2024 and has held it in 7 quarters since.
6 funds tracked by Wall St. Rank held Coda Octopus Group as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.