CAWM
CRDF icon

Capital Advisors Wealth Management’s Cardiff Oncology CRDF Stock Holding History

Capital Advisors Wealth Management’s Portfolio CRDF Stock Details CRDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.2K Buy
15,525
+525
+4% +$834 ﹤0.01% 231
2026
Q1 		$24.3K Buy
15,000
+4,500
+43% +$9.24K ﹤0.01% 217
2025
Q4 		$29.5K Buy
+10,500
New +$24.4K ﹤0.01% 217

Other funds holding CRDF

LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
P
Pfizer New York $170M AUM 191.09% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Capital Advisors Wealth Management's CRDF Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Cardiff Oncology (CRDF) stake by 3.5% in Q2 2026, buying an estimated $834 and bringing the position to 15,525 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Capital Advisors Wealth Management first reported a position in CRDF in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.5K in Q4 2025. 105 funds tracked by Wall St. Rank hold CRDF as of Q2 2026.

  • Capital Advisors Wealth Management held 15,525 shares of Cardiff Oncology worth $20.2K as of Q2 2026.
  • Capital Advisors Wealth Management bought 525 Cardiff Oncology shares in Q2 2026, an estimated $834.
  • Cardiff Oncology made up ﹤0.01% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #231 holding.
  • Capital Advisors Wealth Management first reported a position in Cardiff Oncology in Q4 2025 and has held it in 3 quarters since.
  • Capital Advisors Wealth Management's Cardiff Oncology position peaked at $29.5K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held Cardiff Oncology as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.