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RFG Advisory’s Calidi Biotherapeutics CLDI Stock Holding History

RFG Advisory’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 		$2.04K Buy
+12,000
New +$2.42K ﹤0.01% 1126

Other funds holding CLDI

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

RFG Advisory's CLDI Position: Q2 2026 in Review

RFG Advisory opened a new position in Calidi Biotherapeutics (CLDI) in Q2 2026: 12,000 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #1126 among its holdings.

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

  • RFG Advisory held 12,000 shares of Calidi Biotherapeutics worth $2.04K as of Q2 2026.
  • Calidi Biotherapeutics was a new RFG Advisory position in Q2 2026.
  • Calidi Biotherapeutics made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #1126 holding.
  • 3 funds tracked by Wall St. Rank held Calidi Biotherapeutics as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.