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Ooma shares owned by CFG Wealth Management Services

Quarter-by-quarter ownership of Ooma (OOMA) shares owned by CFG Wealth Management Services from 13F filings

Historical chart of CFG Wealth Management Services investment in Ooma

Tip: Access up to 7 years of quarterly data

All positions including Ooma held by CFG Wealth Management Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ooma by CFG Wealth Management Services

Quarter filed Position value Share count Share price at filing
2026-09-30 $74k 3.6k 20.76

More positions owned by CFG Wealth Management Services

Schwab U.s. Aggregate Bond Etf Uie (SCHZ)
Schwab International Equity Etf Uie (SCHF)
Schwab U.s. Broad Marketetf Uie (SCHB)
Invesco S&p 500 Low Volatility Etf Uie (SPLV)
Schwab High Yield Bond Etf Uie (SCYB)
Schwab Short-term U.s. Treasury Etf Uie (SCHO)
Vanguard Total Bond Market Index Fund Etf Shares Uie (BND)
Schwab Emerging Markets Equity Etf Uie (SCHE)
Schwab U.s. Mid-cap Etf Uie (SCHM)
Schwab U.s. Small-cap Etf Uie (SCHA)
Schwab U.s. Large-cap Value Etf Uie (SCHV)
Schwab U.s. Large-cap Growth Etf Uie (SCHG)
State Street Spdr Bloomberg International Corporate Bond Etf Uie (IBND)
State Street Spdr Bloomberg Short Term International Treasury B Uie (BWZ)
Ishares Core U.s. Aggregate Bond Etf Uie (AGG)

View all positions for CFG Wealth Management Services

Top funds holding Ooma

BlackRock
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Acadian Asset Management
Goldman Sachs Group
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Arrowstreet Capital, Limited Partnership
Geode Capital Management
Jpmorgan Chase & Co
State Street Corporation
Hillsdale Investment Management
Dimensional Fund Advisors
Vanguard Portfolio Management
Mackenzie Financial
Nuveen
Swedbank AB

View all funds holding Ooma