Loring Wolcott & Coolidge Fiduciary Advisors’s Cadiz CDZI Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q2	$20.9K	Hold	5,000	–	–	﹤0.01%	490
2026 Q1	$24.8K	Hold	5,000	–	–	﹤0.01%	473
2025 Q4	$32.3K	Hold	5,000	–	–	﹤0.01%	447
2025 Q3	$25.4K	Hold	5,000	–	–	﹤0.01%	469
2025 Q2	$14.9K	Hold	5,000	–	–	﹤0.01%	462
2025 Q1	$13.5K	Hold	5,000	–	–	﹤0.01%	461
2024 Q4	$22.1K	Hold	5,000	–	–	﹤0.01%	447
2024 Q3	$15.3K	Hold	5,000	–	–	﹤0.01%	470
2024 Q2	$18.9K	Hold	5,000	–	–	﹤0.01%	456
2024 Q1	$11.3K	Hold	5,000	–	–	﹤0.01%	486
2023 Q4	$13.6K	Hold	5,000	–	–	﹤0.01%	484
2023 Q3	$16.2K	Hold	5,000	–	–	﹤0.01%	497
2023 Q2	$20.3K	Hold	5,000	–	–	﹤0.01%	500
2023 Q1	$20.2K	Hold	5,000	–	–	﹤0.01%	468
2022 Q4	$12.5K	Hold	5,000	–	–	﹤0.01%	489
2022 Q3	$10K	Buy	+5,000	New	+$16.8K	﹤0.01%	526

Other funds holding CDZI

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

DBA Trading Fort Lauderdale, Florida $199M AUM

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CDZI Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Cadiz (CDZI) position steady in Q2 2026 at 5,000 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CDZI in Q3 2022 and has held it in 16 quarters since. The position peaked at $32.3K in Q4 2025. 20 funds tracked by Wall St. Rank hold CDZI as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 5,000 shares of Cadiz worth $20.9K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Cadiz share count unchanged in Q2 2026.
Cadiz made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #490 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Cadiz in Q3 2022 and has held it in 16 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Cadiz position peaked at $32.3K in Q4 2025.
20 funds tracked by Wall St. Rank held Cadiz as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.