DecisionPoint Financial’s CaliberCos CWD Stock Holding History

DecisionPoint Financial’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	$92	Hold	142	–	–	﹤0.01%	1210
2026 Q1	$164	Hold	142	–	–	﹤0.01%	639
2025 Q4	$177	Buy	+142	New	+$380	﹤0.01%	687

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

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

DecisionPoint Financial's CWD Position: Q2 2026 in Review

DecisionPoint Financial held its CaliberCos (CWD) position steady in Q2 2026 at 142 shares worth $92. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

DecisionPoint Financial first reported a position in CWD in Q4 2025 and has held it in 3 quarters since. The position peaked at $177 in Q4 2025. 6 funds tracked by Wall St. Rank hold CWD as of Q2 2026.

DecisionPoint Financial held 142 shares of CaliberCos worth $92 as of Q2 2026.
DecisionPoint Financial left its CaliberCos share count unchanged in Q2 2026.
CaliberCos made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #1210 holding.
DecisionPoint Financial first reported a position in CaliberCos in Q4 2025 and has held it in 3 quarters since.
DecisionPoint Financial's CaliberCos position peaked at $177 in Q4 2025.
6 funds tracked by Wall St. Rank held CaliberCos as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.