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Private Advisor Group’s Calidi Biotherapeutics CLDI Stock Holding History

Private Advisor Group’s Portfolio CLDI Stock Details CLDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.1K Buy
+1,875
New +$6.06K ﹤0.01% 2510

Other funds holding CLDI

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Private Advisor Group's CLDI Position: Q2 2026 in Review

Private Advisor Group opened a new position in Calidi Biotherapeutics (CLDI) in Q2 2026: 1,875 shares worth $5.1K. The stake represents ﹤0.01% of the portfolio and ranks #2510 among its holdings.

9 funds tracked by Wall St. Rank hold CLDI as of Q2 2026.

  • Private Advisor Group held 1,875 shares of Calidi Biotherapeutics worth $5.1K as of Q2 2026.
  • Calidi Biotherapeutics was a new Private Advisor Group position in Q2 2026.
  • Calidi Biotherapeutics made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2510 holding.
  • 9 funds tracked by Wall St. Rank held Calidi Biotherapeutics as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.