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MBL Wealth, LLC → CAI

MBL Wealth, LLC CAI Position History

Caris Life Sciences, Inc.

Quarters held
1
Latest value
$222K
Q3 2026
Peak value
$222K
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$222K7.2K——

Other funds holding CAI

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
$182.3M
Neuberger Berman Group LLC
$166.7M
COATUE MANAGEMENT LLC
$142.8M
COATUE MANAGEMENT LLC
$122.2M
JPMORGAN CHASE & CO
$110.8M
Neuberger Berman Group LLC
$109.1M
Neuberger Berman Group LLC
$109.1M
Neuberger Berman Group LLC
$109.1M

Other MBL Wealth, LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$162M
SPY

STATE STR SPDR S&P 500 ETF T

$160M
SPY

SPDR S&P 500 ETF TR

$145.7M
SPY

STATE STR SPDR S&P 500 ETF T

$141.7M
STT-PG

SPDR SERIES TRUST

$139.1M
STT-PG

SPDR SERIES TRUST

$127.7M
STT-PG

SPDR SERIES TRUST

$120.8M
STT-PG

SPDR SERIES TRUST

$100.3M