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Wealthspire Advisors (New York)’s Cracker Barrel CBRL Stock Holding History

Wealthspire Advisors (New York)’s Portfolio CBRL Stock Details CBRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-38
Closed -$1.67K – 1321
2025
Q3 		$1.67K Buy
+38
New +$2.2K ﹤0.01% 2652

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthspire Advisors (New York)'s CBRL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Cracker Barrel (CBRL) in Q4 2025, closing a stake of 38 shares — an estimated $1.67K sold.

Wealthspire Advisors (New York) first reported a position in CBRL in Q3 2025 and held it in 1 quarter. The position peaked at $1.67K in Q3 2025. 232 funds tracked by Wall St. Rank hold CBRL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Cracker Barrel position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 38 Cracker Barrel shares in Q4 2025, an estimated $1.67K.
  • Wealthspire Advisors (New York) first reported a position in Cracker Barrel in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Cracker Barrel position peaked at $1.67K in Q3 2025.
  • 232 funds tracked by Wall St. Rank held Cracker Barrel as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.