Independent Advisor Alliance’s Calidi Biotherapeutics CLDI Stock Holding History

Independent Advisor Alliance’s Portfolio CLDI Stock Details CLDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.65K	Buy	+2,813	New	+$9.09K	﹤0.01%	1052

Other funds holding CLDI

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RCI

RS Crum Inc Newport Beach, California $533M AUM 20.75% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Advisor Alliance's CLDI Position: Q2 2026 in Review

Independent Advisor Alliance opened a new position in Calidi Biotherapeutics (CLDI) in Q2 2026: 2,813 shares worth $7.65K. The stake represents ﹤0.01% of the portfolio and ranks #1052 among its holdings.

23 funds tracked by Wall St. Rank hold CLDI as of Q2 2026.

Independent Advisor Alliance held 2,813 shares of Calidi Biotherapeutics worth $7.65K as of Q2 2026.
Calidi Biotherapeutics was a new Independent Advisor Alliance position in Q2 2026.
Calidi Biotherapeutics made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #1052 holding.
23 funds tracked by Wall St. Rank held Calidi Biotherapeutics as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.