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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
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

WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parkshore Wealth Management's CDZI Position: Q1 2026 in Review

Parkshore Wealth Management increased its Cadiz (CDZI) stake by 3.2% in Q1 2026, buying an estimated $44.9K and bringing the position to 263,830 shares worth $1.3M. The position accounts for 0.43% of the portfolio, ranked #26.

Parkshore Wealth Management first reported a position in CDZI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.43M in Q4 2025. 139 funds tracked by Wall St. Rank hold CDZI as of Q1 2026.

  • Parkshore Wealth Management held 263,830 shares of Cadiz worth $1.3M as of Q1 2026.
  • Parkshore Wealth Management bought 8,212 Cadiz shares in Q1 2026, an estimated $44.9K.
  • Cadiz made up 0.43% of Parkshore Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Parkshore Wealth Management first reported a position in Cadiz in Q4 2024 and has held it in 6 quarters since.
  • Parkshore Wealth Management's Cadiz position peaked at $1.43M in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Cadiz as of Q1 2026.

Based on Parkshore Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.