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Steward Partners Investment Advisory’s CXApp CXAI Stock Holding History

Steward Partners Investment Advisory’s Portfolio CXAI Stock Details CXAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4 Hold
20
– – ﹤0.01% 4404
2025
Q4 		$7 Hold
20
– – ﹤0.01% 4293
2025
Q3 		$15 Hold
20
– – ﹤0.01% 4237
2025
Q2 		$21 Hold
20
– – ﹤0.01% 4088
2025
Q1 		$18 Hold
20
– – ﹤0.01% 3993
2024
Q4 		$36 Sell
20
-10
-33% -$16 ﹤0.01% 3940
2024
Q3 		$50 Buy
30
+10
+50% +$21 ﹤0.01% 3692
2024
Q2 		$40 Hold
20
– – ﹤0.01% 3579
2024
Q1 		$49 Hold
20
– – ﹤0.01% 3525
2023
Q4 		$26 Hold
20
– – ﹤0.01% 3475
2023
Q3 		$36 Buy
20
+16
+400% +$86 ﹤0.01% 3345
2023
Q2 		$44 Hold
4
– – ﹤0.01% 3287
2023
Q1 		$7 Buy
+4
New +$31 ﹤0.01% 3299

Other funds holding CXAI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Steward Partners Investment Advisory's CXAI Position: Q1 2026 in Review

Steward Partners Investment Advisory held its CXApp (CXAI) position steady in Q1 2026 at 20 shares worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #4404.

Steward Partners Investment Advisory first reported a position in CXAI in Q1 2023 and has held it in 13 quarters since. The position peaked at $50 in Q3 2024. 39 funds tracked by Wall St. Rank hold CXAI as of Q1 2026.

  • Steward Partners Investment Advisory held 20 shares of CXApp worth $4 as of Q1 2026.
  • Steward Partners Investment Advisory left its CXApp share count unchanged in Q1 2026.
  • CXApp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4404 holding.
  • Steward Partners Investment Advisory first reported a position in CXApp in Q1 2023 and has held it in 13 quarters since.
  • Steward Partners Investment Advisory's CXApp position peaked at $50 in Q3 2024.
  • 39 funds tracked by Wall St. Rank held CXApp as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.