Commonwealth Equity Services
CLDI icon

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
-70
Closed -$3K – 4267
2025
Q2 		$3K Hold
70
– – ﹤0.01% 4246
2025
Q1 		$8K Buy
+70
New +$12.8K ﹤0.01% 4156

Other funds holding CLDI

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BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return
RCI
RS Crum Inc Newport Beach, California $533M AUM 20.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FC
Finepoint Capital Boston, Massachusetts $2.8B AUM 13.35% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
HCM
Highbridge Capital Management New York $4.11B AUM 26.03% 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 70 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. 21 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 70 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.
  • 21 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.