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Allworth Financial’s Cadiz CDZI Stock Holding History

Allworth Financial’s Portfolio CDZI Stock Details CDZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.46K Buy
1,546
+378
+32% +$1.69K ﹤0.01% 3987
2026
Q1 		$5.74K Buy
1,168
+1,015
+663% +$5.55K ﹤0.01% 3877
2025
Q4 		$859 Buy
153
+135
+750% +$725 ﹤0.01% 4401
2025
Q3 		$85 Buy
18
+2
+13% +$7 ﹤0.01% 4695
2025
Q2 		$48 Sell
16
-60
-79% -$172 ﹤0.01% 4453
2025
Q1 		$219 Buy
+76
New +$334 ﹤0.01% 3855

Other funds holding CDZI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCM
Stonehill Capital Management New York $350M AUM 73.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial's CDZI Position: Q2 2026 in Review

Allworth Financial increased its Cadiz (CDZI) stake by 32% in Q2 2026, buying an estimated $1.69K and bringing the position to 1,546 shares worth $6.46K. The position accounts for ﹤0.01% of the portfolio, ranked #3987.

Allworth Financial first reported a position in CDZI in Q1 2025 and has held it in 6 quarters since. 115 funds tracked by Wall St. Rank hold CDZI as of Q2 2026.

  • Allworth Financial held 1,546 shares of Cadiz worth $6.46K as of Q2 2026.
  • Allworth Financial bought 378 Cadiz shares in Q2 2026, an estimated $1.69K.
  • Cadiz made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3987 holding.
  • Allworth Financial first reported a position in Cadiz in Q1 2025 and has held it in 6 quarters since.
  • 115 funds tracked by Wall St. Rank held Cadiz as of Q2 2026.

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