Parkshore Wealth Management
CDZI icon

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
Q3 		$1.03M Hold
263,830
– – 0.26% 28
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

HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
Mindset Wealth Management
Mindset Wealth Management Indianapolis, Indiana $562M AUM 37.19% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Parkshore Wealth Management's CDZI Position: Q3 2026 in Review

Parkshore Wealth Management held its Cadiz (CDZI) position steady in Q3 2026 at 263,830 shares worth $1.03M. The position accounts for 0.26% of the portfolio, ranked #28.

Parkshore Wealth Management first reported a position in CDZI in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.43M in Q4 2025. 9 funds tracked by Wall St. Rank hold CDZI as of Q3 2026.

  • Parkshore Wealth Management held 263,830 shares of Cadiz worth $1.03M as of Q3 2026.
  • Parkshore Wealth Management left its Cadiz share count unchanged in Q3 2026.
  • Cadiz made up 0.26% of Parkshore Wealth Management's portfolio in Q3 2026, its #28 holding.
  • Parkshore Wealth Management first reported a position in Cadiz in Q4 2024 and has held it in 8 quarters since.
  • Parkshore Wealth Management's Cadiz position peaked at $1.43M in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Cadiz as of Q3 2026.

Based on Parkshore Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.