SBI Securities
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SBI Securities’s Crexendo CXDO Stock Holding History

SBI Securities’s Portfolio CXDO Stock Details CXDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12 Hold
2
– – ﹤0.01% 3987
2026
Q2 		$15 Hold
2
– – ﹤0.01% 3883
2026
Q1 		$12 Hold
2
– – ﹤0.01% 3827
2025
Q4 		$13 Sell
2
-4
-67% -$26 ﹤0.01% 3842
2025
Q3 		$39 Sell
6
-70
-92% -$434 ﹤0.01% 3775
2025
Q2 		$461 Hold
76
– – ﹤0.01% 2997
2025
Q1 		$370 Buy
76
+3
+4% +$18 ﹤0.01% 2989
2024
Q4 		$382 Buy
+73
New +$386 ﹤0.01% 2991

Other funds holding CXDO

Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Byrne Asset Management
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
West Paces Advisors
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

SBI Securities's CXDO Position: Q3 2026 in Review

SBI Securities held its Crexendo (CXDO) position steady in Q3 2026 at 2 shares worth $12. The position accounts for ﹤0.01% of the portfolio, ranked #3987.

SBI Securities first reported a position in CXDO in Q4 2024 and has held it in 8 quarters since. The position peaked at $461 in Q2 2025. 15 funds tracked by Wall St. Rank hold CXDO as of Q3 2026.

  • SBI Securities held 2 shares of Crexendo worth $12 as of Q3 2026.
  • SBI Securities left its Crexendo share count unchanged in Q3 2026.
  • Crexendo made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #3987 holding.
  • SBI Securities first reported a position in Crexendo in Q4 2024 and has held it in 8 quarters since.
  • SBI Securities's Crexendo position peaked at $461 in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Crexendo as of Q3 2026.

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