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SBI Securities’s Calidi Biotherapeutics CLDI Stock Holding History

SBI Securities’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 		$64 Buy
23
+16
+229% +$52 ﹤0.01% 3615
2026
Q1 		$27 Buy
7
+4
+133% +$48 ﹤0.01% 3700
2025
Q4 		$54 Hold
3
– – ﹤0.01% 3561
2025
Q3 		$70 Hold
3
– – ﹤0.01% 3620
2025
Q2 		$129 Buy
3
+1
+50% +$78 ﹤0.01% 3453
2025
Q1 		$170 Buy
+2
New +$365 ﹤0.01% 3275

Other funds holding CLDI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
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
RCI
RS Crum Inc Newport Beach, California $533M AUM 20.75% 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
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SBI Securities's CLDI Position: Q2 2026 in Review

SBI Securities increased its Calidi Biotherapeutics (CLDI) stake by 229% in Q2 2026, buying an estimated $52 and bringing the position to 23 shares worth $64. The position accounts for ﹤0.01% of the portfolio, ranked #3615.

SBI Securities first reported a position in CLDI in Q1 2025 and has held it in 6 quarters since. The position peaked at $170 in Q1 2025. 22 funds tracked by Wall St. Rank hold CLDI as of Q2 2026.

  • SBI Securities held 23 shares of Calidi Biotherapeutics worth $64 as of Q2 2026.
  • SBI Securities bought 16 Calidi Biotherapeutics shares in Q2 2026, an estimated $52.
  • Calidi Biotherapeutics made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3615 holding.
  • SBI Securities first reported a position in Calidi Biotherapeutics in Q1 2025 and has held it in 6 quarters since.
  • SBI Securities's Calidi Biotherapeutics position peaked at $170 in Q1 2025.
  • 22 funds tracked by Wall St. Rank held Calidi Biotherapeutics as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.