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Summit Securities Group’s Caribou Biosciences CRBU Stock Holding History

Summit Securities Group’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
Q2 		– Sell
-809
Closed -$1.54K – 1195
2026
Q1 		$1.54K Buy
+809
New +$1.39K ﹤0.01% 966
2025
Q3 		– Sell
-2,735
Closed -$3.45K – 1083
2025
Q2 		$3.45K Buy
+2,735
New +$2.69K ﹤0.01% 1006

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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Securities Group's CRBU Position: Q2 2026 in Review

Summit Securities Group sold out of Caribou Biosciences (CRBU) in Q2 2026, closing a stake of 809 shares — an estimated $1.54K sold.

Summit Securities Group first reported a position in CRBU in Q2 2025 and held it in 2 quarters. The position peaked at $3.45K in Q2 2025. 137 funds tracked by Wall St. Rank hold CRBU as of Q2 2026.

  • Summit Securities Group reported no remaining Caribou Biosciences position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 809 Caribou Biosciences shares in Q2 2026, an estimated $1.54K.
  • Summit Securities Group first reported a position in Caribou Biosciences in Q2 2025 and held it in 2 quarters.
  • Summit Securities Group's Caribou Biosciences position peaked at $3.45K in Q2 2025.
  • 137 funds tracked by Wall St. Rank held Caribou Biosciences as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.