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Parkshore Wealth Management’s Cadiz CDZI Stock Holding History

Parkshore Wealth Management’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 		$1.1M Hold
263,830
– – 0.32% 28
2026
Q1 		$1.3M Buy
263,830
+8,212
+3% +$44.9K 0.43% 26
2025
Q4 		$1.43M Hold
255,618
– – 0.54% 25
2025
Q3 		$1.21M Hold
255,618
– – 0.49% 27
2025
Q2 		$764K Hold
255,618
– – 0.37% 35
2025
Q1 		$749K Buy
255,618
+8,174
+3% +$35.9K 0.44% 32
2024
Q4 		$1.29M Buy
+247,444
New +$892K 0.77% 25

Other funds holding CDZI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCM
Stonehill Capital Management New York $350M AUM 73.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parkshore Wealth Management's CDZI Position: Q2 2026 in Review

Parkshore Wealth Management held its Cadiz (CDZI) position steady in Q2 2026 at 263,830 shares worth $1.1M. The position accounts for 0.32% of the portfolio, ranked #28.

Parkshore Wealth Management first reported a position in CDZI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.43M in Q4 2025. 116 funds tracked by Wall St. Rank hold CDZI as of Q2 2026.

  • Parkshore Wealth Management held 263,830 shares of Cadiz worth $1.1M as of Q2 2026.
  • Parkshore Wealth Management left its Cadiz share count unchanged in Q2 2026.
  • Cadiz made up 0.32% of Parkshore Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Parkshore Wealth Management first reported a position in Cadiz in Q4 2024 and has held it in 7 quarters since.
  • Parkshore Wealth Management's Cadiz position peaked at $1.43M in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Cadiz as of Q2 2026.

Based on Parkshore Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.