RS Crum Inc’s Calidi Biotherapeutics CLDI Stock Holding History

RS Crum Inc’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	$7.35K	Buy	2,702 +186	+7%	+$601	﹤0.01%	103
2026 Q1	$9.61K	Buy	2,516 +1,250	+99%	+$15K	﹤0.01%	102
2025 Q4	$23.7K	Buy	1,266 +312	+33%	+$7.34K	﹤0.01%	97
2025 Q3	$23.2K	Buy	+954	New	+$64.8K	0.01%	99
2025 Q2	–	Sell	-288	Closed	-$31.3K	–	92
2025 Q1	$31.3K	Buy	288 +77	+36%	+$14K	0.01%	88
2024 Q4	$46.5K	Buy	+211	New	+$63.3K	0.01%	90
2024 Q3	–	Sell	-137	Closed	-$52.7K	–	96
2024 Q2	$52.7K	Buy	137 +131	+2,183%	+$66.9K	0.01%	92
2024 Q1	$6.13K	Buy	+6	New	+$9.8K	﹤0.01%	81

Other funds holding CLDI

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RS Crum Inc's CLDI Position: Q2 2026 in Review

RS Crum Inc increased its Calidi Biotherapeutics (CLDI) stake by 7.4% in Q2 2026, buying an estimated $601 and bringing the position to 2,702 shares worth $7.35K. The position accounts for ﹤0.01% of the portfolio, ranked #103.

RS Crum Inc first reported a position in CLDI in Q1 2024 and has held it in 8 quarters since. The position peaked at $52.7K in Q2 2024. 22 funds tracked by Wall St. Rank hold CLDI as of Q2 2026.

RS Crum Inc held 2,702 shares of Calidi Biotherapeutics worth $7.35K as of Q2 2026.
RS Crum Inc bought 186 Calidi Biotherapeutics shares in Q2 2026, an estimated $601.
Calidi Biotherapeutics made up ﹤0.01% of RS Crum Inc's portfolio in Q2 2026, its #103 holding.
RS Crum Inc first reported a position in Calidi Biotherapeutics in Q1 2024 and has held it in 8 quarters since.
RS Crum Inc's Calidi Biotherapeutics position peaked at $52.7K in Q2 2024.
22 funds tracked by Wall St. Rank held Calidi Biotherapeutics as of Q2 2026.

Based on RS Crum Inc's 13F filing for Q2 2026, filed 10 Aug 2026.