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Cornerstone Financial Management’s Cadre Holdings CDRE Stock Holding History

Cornerstone Financial Management’s Portfolio CDRE Stock Details CDRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-18
Closed -$552 – 1492
2026
Q1 		$552 Hold
18
– – ﹤0.01% 1137
2025
Q4 		$735 Buy
+18
New +$748 ﹤0.01% 1033

Other funds holding CDRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WC
Wynnefield Capital New York $145M AUM 14.57% 1-Year Est. Return

Cornerstone Financial Management's CDRE Position: Q2 2026 in Review

Cornerstone Financial Management sold out of Cadre Holdings (CDRE) in Q2 2026, closing a stake of 18 shares — an estimated $552 sold.

Cornerstone Financial Management first reported a position in CDRE in Q4 2025 and held it in 2 quarters. The position peaked at $735 in Q4 2025. 156 funds tracked by Wall St. Rank hold CDRE as of Q2 2026.

  • Cornerstone Financial Management reported no remaining Cadre Holdings position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Financial Management sold 18 Cadre Holdings shares in Q2 2026, an estimated $552.
  • Cornerstone Financial Management first reported a position in Cadre Holdings in Q4 2025 and held it in 2 quarters.
  • Cornerstone Financial Management's Cadre Holdings position peaked at $735 in Q4 2025.
  • 156 funds tracked by Wall St. Rank held Cadre Holdings as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.