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HB Wealth Management’s Cardiff Oncology CRDF Stock Holding History

HB Wealth Management’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 		– Sell
-71,491
Closed -$201K – 1558
2025
Q4 		$201K Sell
71,491
-448
-0.6% -$1.04K ﹤0.01% 1331
2025
Q3 		$148K Buy
+71,939
New +$199K ﹤0.01% 1293
2025
Q2 		– Sell
-26,701
Closed -$83.8K – 1191
2025
Q1 		$83.8K Buy
26,701
+2,201
+9% +$8.7K ﹤0.01% 1180
2024
Q4 		$105K Buy
+24,500
New +$76.6K ﹤0.01% 1027

Other funds holding CRDF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
P
Pfizer New York $170M AUM 191.09% 1-Year Est. Return
ACA
Acorn Capital Advisors New York $366M AUM 474.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

HB Wealth Management's CRDF Position: Q1 2026 in Review

HB Wealth Management sold out of Cardiff Oncology (CRDF) in Q1 2026, closing a stake of 71,491 shares — an estimated $201K sold.

HB Wealth Management first reported a position in CRDF in Q4 2024 and held it in 4 quarters. The position peaked at $201K in Q4 2025. 117 funds tracked by Wall St. Rank hold CRDF as of Q1 2026.

  • HB Wealth Management reported no remaining Cardiff Oncology position as of Q1 2026 after selling out during the quarter.
  • HB Wealth Management sold 71,491 Cardiff Oncology shares in Q1 2026, an estimated $201K.
  • HB Wealth Management first reported a position in Cardiff Oncology in Q4 2024 and held it in 4 quarters.
  • HB Wealth Management's Cardiff Oncology position peaked at $201K in Q4 2025.
  • 117 funds tracked by Wall St. Rank held Cardiff Oncology as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.