WT
CODA icon

Whittier Trust’s Coda Octopus Group CODA Stock Holding History

Whittier Trust’s Portfolio CODA Stock Details CODA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.59K Hold
389
– – ﹤0.01% 1215
2025
Q4 		$3.92K Hold
389
– – ﹤0.01% 1248
2025
Q3 		$3.39K Buy
+389
New +$3.07K ﹤0.01% 1262

Other funds holding CODA

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Whittier Trust's CODA Position: Q1 2026 in Review

Whittier Trust held its Coda Octopus Group (CODA) position steady in Q1 2026 at 389 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Whittier Trust first reported a position in CODA in Q3 2025 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold CODA as of Q1 2026.

  • Whittier Trust held 389 shares of Coda Octopus Group worth $4.59K as of Q1 2026.
  • Whittier Trust left its Coda Octopus Group share count unchanged in Q1 2026.
  • Coda Octopus Group made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #1215 holding.
  • Whittier Trust first reported a position in Coda Octopus Group in Q3 2025 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held Coda Octopus Group as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.