Proactive Wealth Strategies
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
Q3 		$24.2K Hold
20,000
– – ﹤0.01% 223
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

Laurion Capital Management
Laurion Capital Management New York $6.21B AUM 32.28% 1-Year Est. Return
Pfizer
Pfizer New York $164M AUM 53.62% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
GoalVest Advisory
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
X-Square Capital
X-Square Capital Guaynabo, Puerto Rico $412M AUM 29.24% 1-Year Est. Return

Proactive Wealth Strategies's CRDF Position: Q3 2026 in Review

Proactive Wealth Strategies held its Cardiff Oncology (CRDF) position steady in Q3 2026 at 20,000 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Proactive Wealth Strategies first reported a position in CRDF in Q3 2025 and has held it in 5 quarters since. The position peaked at $32.4K in Q1 2026. 51 funds tracked by Wall St. Rank hold CRDF as of Q3 2026.

  • Proactive Wealth Strategies held 20,000 shares of Cardiff Oncology worth $24.2K as of Q3 2026.
  • Proactive Wealth Strategies left its Cardiff Oncology share count unchanged in Q3 2026.
  • Cardiff Oncology made up ﹤0.01% of Proactive Wealth Strategies's portfolio in Q3 2026, its #223 holding.
  • Proactive Wealth Strategies first reported a position in Cardiff Oncology in Q3 2025 and has held it in 5 quarters since.
  • Proactive Wealth Strategies's Cardiff Oncology position peaked at $32.4K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held Cardiff Oncology as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.