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Ancora Advisors’s Cadiz CDZI Stock Holding History

Ancora Advisors’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 		$195K Hold
46,640
– – ﹤0.01% 730
2026
Q1 		$229K Sell
46,640
-2,160
-4% -$11.8K ﹤0.01% 684
2025
Q4 		$274K Hold
48,800
– – 0.01% 664
2025
Q3 		$230K Hold
48,800
– – ﹤0.01% 692
2025
Q2 		$146K Hold
48,800
– – ﹤0.01% 794
2025
Q1 		$143K Hold
48,800
– – ﹤0.01% 790
2024
Q4 		$254K Buy
+48,800
New +$176K 0.01% 659

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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ancora Advisors's CDZI Position: Q2 2026 in Review

Ancora Advisors held its Cadiz (CDZI) position steady in Q2 2026 at 46,640 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Ancora Advisors first reported a position in CDZI in Q4 2024 and has held it in 7 quarters since. The position peaked at $274K in Q4 2025. 116 funds tracked by Wall St. Rank hold CDZI as of Q2 2026.

  • Ancora Advisors held 46,640 shares of Cadiz worth $195K as of Q2 2026.
  • Ancora Advisors left its Cadiz share count unchanged in Q2 2026.
  • Cadiz made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #730 holding.
  • Ancora Advisors first reported a position in Cadiz in Q4 2024 and has held it in 7 quarters since.
  • Ancora Advisors's Cadiz position peaked at $274K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Cadiz as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.