Root Financial Partners’s Cardiff Oncology CRDF Stock Holding History

Root Financial Partners’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	–	Sell	-95	Closed	-$154	–	1015
2026 Q1	$154	Buy	+95	New	+$195	﹤0.01%	3205

Other funds holding CRDF

LCM

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Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pfizer New York $170M AUM 191.09% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Root Financial Partners's CRDF Position: Q2 2026 in Review

Root Financial Partners sold out of Cardiff Oncology (CRDF) in Q2 2026, closing a stake of 95 shares — an estimated $154 sold.

Root Financial Partners first reported a position in CRDF in Q1 2026 and held it in 1 quarter. The position peaked at $154 in Q1 2026. 104 funds tracked by Wall St. Rank hold CRDF as of Q2 2026.

Root Financial Partners reported no remaining Cardiff Oncology position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 95 Cardiff Oncology shares in Q2 2026, an estimated $154.
Root Financial Partners first reported a position in Cardiff Oncology in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Cardiff Oncology position peaked at $154 in Q1 2026.
104 funds tracked by Wall St. Rank held Cardiff Oncology as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.