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Integrated Wealth Concepts’s Cardiff Oncology CRDF Stock Holding History

Integrated Wealth Concepts’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
Q2 		$1.86K Buy
+1,428
New +$2.27K ﹤0.01% 5372
2024
Q2 		– Sell
-22,000
Closed -$117K – 1658
2024
Q1 		$117K Buy
+22,000
New +$58.5K ﹤0.01% 1572

Other funds holding CRDF

LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
P
Pfizer New York $170M AUM 191.09% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Integrated Wealth Concepts's CRDF Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Cardiff Oncology (CRDF) in Q2 2026: 1,428 shares worth $1.86K. The stake represents ﹤0.01% of the portfolio and ranks #5372 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in CRDF as recently as Q1 2024.

Integrated Wealth Concepts first reported a position in CRDF in Q1 2024 and has held it in 2 quarters since. The position peaked at $117K in Q1 2024. 105 funds tracked by Wall St. Rank hold CRDF as of Q2 2026.

  • Integrated Wealth Concepts held 1,428 shares of Cardiff Oncology worth $1.86K as of Q2 2026.
  • Cardiff Oncology was a new Integrated Wealth Concepts position in Q2 2026.
  • Cardiff Oncology made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5372 holding.
  • Integrated Wealth Concepts first reported a position in Cardiff Oncology in Q1 2024 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's Cardiff Oncology position peaked at $117K in Q1 2024.
  • 105 funds tracked by Wall St. Rank held Cardiff Oncology as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.