Crewe Advisors’s CaliberCos CWD Stock Holding History

Crewe Advisors’s Portfolio CWD Stock Details CWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$80	Hold	121	–	–	﹤0.01%	1115
2026 Q1	$140	Hold	121	–	–	﹤0.01%	1011
2025 Q4	$151	Hold	121	–	–	﹤0.01%	1070
2025 Q3	$538	Sell	121 -500	-81%	-$1.86K	﹤0.01%	936
2025 Q2	$2.19K	Buy	+621	New	+$3.27K	﹤0.01%	579

Other funds holding CWD

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

DecisionPoint Financial Mesa, Arizona $540M AUM 17.26% 1-Year Est. Return

Crewe Advisors's CWD Position: Q2 2026 in Review

Crewe Advisors held its CaliberCos (CWD) position steady in Q2 2026 at 121 shares worth $80. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Crewe Advisors first reported a position in CWD in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.19K in Q2 2025. 5 funds tracked by Wall St. Rank hold CWD as of Q2 2026.

Crewe Advisors held 121 shares of CaliberCos worth $80 as of Q2 2026.
Crewe Advisors left its CaliberCos share count unchanged in Q2 2026.
CaliberCos made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #1115 holding.
Crewe Advisors first reported a position in CaliberCos in Q2 2025 and has held it in 5 quarters since.
Crewe Advisors's CaliberCos position peaked at $2.19K in Q2 2025.
5 funds tracked by Wall St. Rank held CaliberCos as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.