Carr Financial Group Corp AKBA β€” AKEBIA THERAPEUTICS INC

Ownership history in Carr Financial Group Corp  Β·  3 quarters on record

AI Ownership Summary

Carr Financial Group Corp reported AKEBIA THERAPEUTICS INC (AKBA) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows AKBA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AKBA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Carr Financial Group Corp's position in AKEBIA THERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AKBA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Carr Financial Group Corp held AKBA β€” position size vs. price
% of Fund (quarterly)    AKBA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 15,581 β€” 0% 0.00% $18K 2026-08-06 $0.95
2026 Q1 ADDED β€” β€” β€” 15,581 +4,000 +34.5% 0.01% $22K 2026-05-12 $1.18
2025 Q4 INITIATED β€” β€” β€” 11,581 β€” β€” 0.00% $19K 2026-01-09 $1.52

FAQ About Carr Financial Group Corp and AKBA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Carr Financial Group Corp reported owning AKBA?

Carr Financial Group Corp reported AKBA across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported AKBA position in Carr Financial Group Corp's portfolio?

The largest reported portfolio weight for AKBA was 0.01% in 2026 Q1.

What is the latest reported AKBA position on this page?

The most recent filing on this page is 2026 Q2, when Carr Financial Group Corp reported 15,581 shares, equal to 0.00% of portfolio, with an estimated market value of $18K.

What does the chart on this AKBA ownership page compare?

The chart compares Carr Financial Group Corp's quarterly AKBA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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