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Allworth Financial’s Candel Therapeutics CADL Stock Holding History

Allworth Financial’s Portfolio CADL Stock Details CADL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2K Buy
194
+62
+47% +$468 ﹤0.01% 4522
2026
Q1 		$647 Buy
+132
New +$718 ﹤0.01% 4679
2025
Q2 		– Sell
-45
Closed -$225 – 4599
2025
Q1 		$225 Buy
+45
New +$368 ﹤0.01% 3847

Other funds holding CADL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACA
Acorn Capital Advisors New York $366M AUM 474.6% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $697M AUM 628.57% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Allworth Financial's CADL Position: Q2 2026 in Review

Allworth Financial increased its Candel Therapeutics (CADL) stake by 47% in Q2 2026, buying an estimated $468 and bringing the position to 194 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #4522.

Allworth Financial first reported a position in CADL in Q1 2025 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold CADL as of Q2 2026.

  • Allworth Financial held 194 shares of Candel Therapeutics worth $2K as of Q2 2026.
  • Allworth Financial bought 62 Candel Therapeutics shares in Q2 2026, an estimated $468.
  • Candel Therapeutics made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4522 holding.
  • Allworth Financial first reported a position in Candel Therapeutics in Q1 2025 and has held it in 3 quarters since.
  • 138 funds tracked by Wall St. Rank held Candel Therapeutics as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.