Commonwealth Equity Services
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Commonwealth Equity Services’s Calidi Biotherapeutics CLDI Stock Holding History

Commonwealth Equity Services’s Portfolio CLDI Stock Details CLDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,125
Closed -$3K – 4267
2025
Q2 		$3K Hold
1,125
– – ﹤0.01% 4246
2025
Q1 		$8K Buy
+1,125
New +$12.8K ﹤0.01% 4156

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BAM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
RCI
RS Crum Inc Newport Beach, California $517M AUM 16.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FC
Finepoint Capital Boston, Massachusetts $1.95B AUM 45.61% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return

Commonwealth Equity Services's CLDI Position: Q3 2025 in Review

Commonwealth Equity Services sold out of Calidi Biotherapeutics (CLDI) in Q3 2025, closing a stake of 1,125 shares — an estimated $3K sold.

Commonwealth Equity Services first reported a position in CLDI in Q1 2025 and held it in 2 quarters. The position peaked at $8K in Q1 2025. 22 funds tracked by Wall St. Rank hold CLDI as of Q3 2025.

  • Commonwealth Equity Services reported no remaining Calidi Biotherapeutics position as of Q3 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 1,125 Calidi Biotherapeutics shares in Q3 2025, an estimated $3K.
  • Commonwealth Equity Services first reported a position in Calidi Biotherapeutics in Q1 2025 and held it in 2 quarters.
  • Commonwealth Equity Services's Calidi Biotherapeutics position peaked at $8K in Q1 2025.
  • 22 funds tracked by Wall St. Rank held Calidi Biotherapeutics as of Q3 2025.

Based on Commonwealth Equity Services's 13F filing for Q3 2025, filed 22 Oct 2025.