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SteelPeak Wealth’s Cardiff Oncology CRDF Stock Holding History

SteelPeak Wealth’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
2025
Q3 		– Sell
-22,800
Closed -$71.8K – 600
2025
Q2 		$71.8K Buy
22,800
+4,300
+23% +$13.1K ﹤0.01% 535
2025
Q1 		$58.1K Buy
+18,500
New +$73.2K ﹤0.01% 542

Other funds holding CRDF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
P
Pfizer New York $170M AUM 191.09% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
ACA
Acorn Capital Advisors New York $366M AUM 474.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SteelPeak Wealth's CRDF Position: Q3 2025 in Review

SteelPeak Wealth sold out of Cardiff Oncology (CRDF) in Q3 2025, closing a stake of 22,800 shares — an estimated $71.8K sold.

SteelPeak Wealth first reported a position in CRDF in Q1 2025 and held it in 2 quarters. The position peaked at $71.8K in Q2 2025. 112 funds tracked by Wall St. Rank hold CRDF as of Q3 2025.

  • SteelPeak Wealth reported no remaining Cardiff Oncology position as of Q3 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 22,800 Cardiff Oncology shares in Q3 2025, an estimated $71.8K.
  • SteelPeak Wealth first reported a position in Cardiff Oncology in Q1 2025 and held it in 2 quarters.
  • SteelPeak Wealth's Cardiff Oncology position peaked at $71.8K in Q2 2025.
  • 112 funds tracked by Wall St. Rank held Cardiff Oncology as of Q3 2025.

Based on SteelPeak Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.