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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
ACA
Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Capital Advisors Wealth Management's CRDF Position: Q1 2026 in Review

Capital Advisors Wealth Management increased its Cardiff Oncology (CRDF) stake by 43% in Q1 2026, buying an estimated $9.24K and bringing the position to 15,000 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Capital Advisors Wealth Management first reported a position in CRDF in Q4 2025 and has held it in 2 quarters since. The position peaked at $29.5K in Q4 2025. 116 funds tracked by Wall St. Rank hold CRDF as of Q1 2026.

  • Capital Advisors Wealth Management held 15,000 shares of Cardiff Oncology worth $24.3K as of Q1 2026.
  • Capital Advisors Wealth Management bought 4,500 Cardiff Oncology shares in Q1 2026, an estimated $9.24K.
  • Cardiff Oncology made up ﹤0.01% of Capital Advisors Wealth Management's portfolio in Q1 2026, its #217 holding.
  • Capital Advisors Wealth Management first reported a position in Cardiff Oncology in Q4 2025 and has held it in 2 quarters since.
  • Capital Advisors Wealth Management's Cardiff Oncology position peaked at $29.5K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Cardiff Oncology as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.