NBC Securities’s Cadeler CDLR Stock Holding History

NBC Securities’s Portfolio CDLR Stock Details CDLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$869K	Buy	39,687 +940	+2%	+$22.3K	0.06%	339
2026 Q2	$849K	Hold	38,747	–	–	0.06%	347
2026 Q1	$912K	Hold	38,747	–	–	0.07%	300
2025 Q4	$720K	Hold	38,747	–	–	0.05%	366
2025 Q3	$800K	Hold	38,747	–	–	0.06%	338
2025 Q2	$769K	Hold	38,747	–	–	0.06%	348
2025 Q1	$761K	Buy	38,747 +38,721	+148,927%	+$778K	0.06%	317
2024 Q4	$583	Sell	26 -26,171	-100%	-$659K	0.05%	398
2024 Q3	$738K	Hold	26,197	–	–	0.06%	334
2024 Q2	$655K	Buy	26,197 +8,321	+47%	+$175K	0.06%	345
2024 Q1	$324K	Sell	17,876 -121	-0.7%	-$2.13K	0.03%	574
2023 Q4	$331K	Buy	+17,997	New	+$324K	0.03%	542

Other funds holding CDLR

Steinberganna Wealth Management Huntington, New York $233M AUM 22.27% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

NBC Securities's CDLR Position: Q3 2026 in Review

NBC Securities increased its Cadeler (CDLR) stake by 2.4% in Q3 2026, buying an estimated $22.3K and bringing the position to 39,687 shares worth $869K. The position accounts for 0.06% of the portfolio, ranked #339.

NBC Securities first reported a position in CDLR in Q4 2023 and has held it in 12 quarters since. The position peaked at $912K in Q1 2026. 13 funds tracked by Wall St. Rank hold CDLR as of Q3 2026.

NBC Securities held 39,687 shares of Cadeler worth $869K as of Q3 2026.
NBC Securities bought 940 Cadeler shares in Q3 2026, an estimated $22.3K.
Cadeler made up 0.06% of NBC Securities's portfolio in Q3 2026, its #339 holding.
NBC Securities first reported a position in Cadeler in Q4 2023 and has held it in 12 quarters since.
NBC Securities's Cadeler position peaked at $912K in Q1 2026.
13 funds tracked by Wall St. Rank held Cadeler as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.