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IFP Advisors’s Cadiz CDZI Stock Holding History

IFP Advisors’s Portfolio CDZI Stock Details CDZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.11K Buy
430
+428
+21,400% +$2.34K ﹤0.01% 3944
2025
Q4 		$11 Hold
2
– – ﹤0.01% 4834
2025
Q3 		$9 Buy
+2
New +$7 ﹤0.01% 4788
2025
Q2 		– Hold
0
– – – 4363
2025
Q1 		– Hold
0
– – – 4199
2024
Q4 		– Hold
0
– – – 4411

Other funds holding CDZI

WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFP Advisors's CDZI Position: Q1 2026 in Review

IFP Advisors increased its Cadiz (CDZI) stake by 21,400% in Q1 2026, buying an estimated $2.34K and bringing the position to 430 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #3944.

IFP Advisors first reported a position in CDZI in Q3 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold CDZI as of Q1 2026.

  • IFP Advisors held 430 shares of Cadiz worth $2.11K as of Q1 2026.
  • IFP Advisors bought 428 Cadiz shares in Q1 2026, an estimated $2.34K.
  • Cadiz made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3944 holding.
  • IFP Advisors first reported a position in Cadiz in Q3 2025 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held Cadiz as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.