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EverSource Wealth Advisors’s Cardiff Oncology CRDF Stock Holding History

EverSource Wealth Advisors’s Portfolio CRDF Stock Details CRDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$576 Buy
+355
New +$729 ﹤0.01% 4030
2025
Q2 		– Sell
-2
Closed -$6 – 4273
2025
Q1 		$6 Buy
+2
New +$8 ﹤0.01% 4002

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VCM
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LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
P
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ACA
Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

EverSource Wealth Advisors's CRDF Position: Q1 2026 in Review

EverSource Wealth Advisors opened a new position in Cardiff Oncology (CRDF) in Q1 2026: 355 shares worth $576. The stake represents ﹤0.01% of the portfolio and ranks #4030 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in CRDF as recently as Q1 2025.

EverSource Wealth Advisors first reported a position in CRDF in Q1 2025 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold CRDF as of Q1 2026.

  • EverSource Wealth Advisors held 355 shares of Cardiff Oncology worth $576 as of Q1 2026.
  • Cardiff Oncology was a new EverSource Wealth Advisors position in Q1 2026.
  • Cardiff Oncology made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4030 holding.
  • EverSource Wealth Advisors first reported a position in Cardiff Oncology in Q1 2025 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held Cardiff Oncology as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.