S
CAI

SignatureFD’s Caris Life Sciences CAI Stock Holding History

SignatureFD’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
Q2 		$3.92K Hold
220
– – ﹤0.01% 2939
2026
Q1 		$3.93K Buy
+220
New +$4.81K ﹤0.01% 2860

Other funds holding CAI

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SignatureFD's CAI Position: Q2 2026 in Review

SignatureFD held its Caris Life Sciences (CAI) position steady in Q2 2026 at 220 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #2939.

SignatureFD first reported a position in CAI in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.93K in Q1 2026. 35 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

  • SignatureFD held 220 shares of Caris Life Sciences worth $3.92K as of Q2 2026.
  • SignatureFD left its Caris Life Sciences share count unchanged in Q2 2026.
  • Caris Life Sciences made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2939 holding.
  • SignatureFD first reported a position in Caris Life Sciences in Q1 2026 and has held it in 2 quarters since.
  • SignatureFD's Caris Life Sciences position peaked at $3.93K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.