PWS
CRDF icon

Proactive Wealth Strategies’s Cardiff Oncology CRDF Stock Holding History

Proactive Wealth Strategies’s Portfolio CRDF Stock Details CRDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26K Hold
20,000
– – ﹤0.01% 221
2026
Q1 		$32.4K Buy
20,000
+10,000
+100% +$20.5K 0.01% 209
2025
Q4 		$28.1K Hold
10,000
– – 0.01% 152
2025
Q3 		$20.6K Buy
+10,000
New +$27.6K 0.01% 141

Other funds holding CRDF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Proactive Wealth Strategies's CRDF Position: Q2 2026 in Review

Proactive Wealth Strategies held its Cardiff Oncology (CRDF) position steady in Q2 2026 at 20,000 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Proactive Wealth Strategies first reported a position in CRDF in Q3 2025 and has held it in 4 quarters since. The position peaked at $32.4K in Q1 2026. 43 funds tracked by Wall St. Rank hold CRDF as of Q2 2026.

  • Proactive Wealth Strategies held 20,000 shares of Cardiff Oncology worth $26K as of Q2 2026.
  • Proactive Wealth Strategies left its Cardiff Oncology share count unchanged in Q2 2026.
  • Cardiff Oncology made up ﹤0.01% of Proactive Wealth Strategies's portfolio in Q2 2026, its #221 holding.
  • Proactive Wealth Strategies first reported a position in Cardiff Oncology in Q3 2025 and has held it in 4 quarters since.
  • Proactive Wealth Strategies's Cardiff Oncology position peaked at $32.4K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Cardiff Oncology as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.