Parallel Advisors’s Cadiz CDZI Stock Holding History

Parallel 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 Q3	$133	Buy	+34	New	+$124	﹤0.01%	3965
2026 Q2	–	Sell	-3,255	Closed	-$16K	–	3944
2026 Q1	$16K	Buy	3,255 +3,233	+14,695%	+$17.7K	﹤0.01%	2568
2025 Q4	$123	Hold	22	–	–	﹤0.01%	3541
2025 Q3	$104	Buy	+22	New	+$77	﹤0.01%	3478
2022 Q2	–	Sell	-183	Closed	–	–	3028
2022 Q1	$0	Buy	183 +123	+205%	+$310	﹤0.01%	2999
2021 Q4	$0	Sell	60 -136	-69%	-$735	﹤0.01%	3104
2021 Q3	$1K	Hold	196	–	–	﹤0.01%	2819
2021 Q2	$3K	Sell	196 -139	-41%	-$1.66K	﹤0.01%	2439
2021 Q1	$3K	Buy	335 +139	+71%	+$1.49K	﹤0.01%	2343
2020 Q4	$2K	Sell	196 -202	-51%	-$2.02K	﹤0.01%	2279
2020 Q3	$4K	Buy	398 +3	+0.8%	+$31	﹤0.01%	2076
2020 Q2	$4K	Buy	395 +199	+102%	+$2.22K	﹤0.01%	1998
2020 Q1	$2K	Buy	+196	New	+$1.91K	﹤0.01%	2114

Other funds holding CDZI

Levin Capital Strategies New York $1.42B AUM 19.05% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Mindset Wealth Management Indianapolis, Indiana $562M AUM 37.19% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

GAM Holding Zurich, Switzerland $1.2B AUM 28.08% 1-Year Est. Return

Saxon Interests Houston, Texas $288M AUM 20.55% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Parallel Advisors's CDZI Position: Q3 2026 in Review

Parallel Advisors opened a new position in Cadiz (CDZI) in Q3 2026: 34 shares worth $133. The stake represents ﹤0.01% of the portfolio and ranks #3965 among its holdings. This is a return to the name: Parallel Advisors previously reported a position in CDZI as recently as Q1 2026.

Parallel Advisors first reported a position in CDZI in Q1 2020 and has held it in 13 quarters since. The position peaked at $16K in Q1 2026. 23 funds tracked by Wall St. Rank hold CDZI as of Q3 2026.

Parallel Advisors held 34 shares of Cadiz worth $133 as of Q3 2026.
Cadiz was a new Parallel Advisors position in Q3 2026.
Cadiz made up ﹤0.01% of Parallel Advisors's portfolio in Q3 2026, its #3965 holding.
Parallel Advisors first reported a position in Cadiz in Q1 2020 and has held it in 13 quarters since.
Parallel Advisors's Cadiz position peaked at $16K in Q1 2026.
23 funds tracked by Wall St. Rank held Cadiz as of Q3 2026.

Based on Parallel Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.