Jones Financial Companies
CDZI icon

Jones Financial Companies’s Cadiz CDZI Stock Holding History

Jones Financial Companies’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 		$5.76K Buy
1,166
+166
+17% +$907 ﹤0.01% 3785
2025
Q4 		$5.61K Hold
1,000
– – ﹤0.01% 3452
2025
Q3 		$4.52K Hold
1,000
– – ﹤0.01% 3399
2025
Q2 		$3.12K Buy
+1,000
New +$2.87K ﹤0.01% 3314

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

Jones Financial Companies's CDZI Position: Q1 2026 in Review

Jones Financial Companies increased its Cadiz (CDZI) stake by 17% in Q1 2026, buying an estimated $907 and bringing the position to 1,166 shares worth $5.76K. The position accounts for ﹤0.01% of the portfolio, ranked #3785.

Jones Financial Companies first reported a position in CDZI in Q2 2025 and has held it in 4 quarters since. 139 funds tracked by Wall St. Rank hold CDZI as of Q1 2026.

  • Jones Financial Companies held 1,166 shares of Cadiz worth $5.76K as of Q1 2026.
  • Jones Financial Companies bought 166 Cadiz shares in Q1 2026, an estimated $907.
  • Cadiz made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3785 holding.
  • Jones Financial Companies first reported a position in Cadiz in Q2 2025 and has held it in 4 quarters since.
  • 139 funds tracked by Wall St. Rank held Cadiz as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.