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Summit Securities Group’s Cadiz CDZI Stock Holding History

Summit Securities Group’s Portfolio CDZI Stock Details CDZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-566
Closed -$2.78K – 1179
2026
Q1 		$2.78K Buy
+566
New +$3.09K ﹤0.01% 899
2024
Q1 		– Sell
-1,656
Closed -$5K – 520
2023
Q4 		$5K Buy
+1,656
New +$5K ﹤0.01% 555
2013
Q3 		– Sell
-200
Closed -$1K – 434
2013
Q2 		$1K Buy
+200
New +$1.14K ﹤0.01% 528

Other funds holding CDZI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCM
Stonehill Capital Management New York $350M AUM 73.6% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Securities Group's CDZI Position: Q2 2026 in Review

Summit Securities Group sold out of Cadiz (CDZI) in Q2 2026, closing a stake of 566 shares — an estimated $2.78K sold.

Summit Securities Group first reported a position in CDZI in Q2 2013 and held it in 3 quarters. The position peaked at $5K in Q4 2023. 116 funds tracked by Wall St. Rank hold CDZI as of Q2 2026.

  • Summit Securities Group reported no remaining Cadiz position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 566 Cadiz shares in Q2 2026, an estimated $2.78K.
  • Summit Securities Group first reported a position in Cadiz in Q2 2013 and held it in 3 quarters.
  • Summit Securities Group's Cadiz position peaked at $5K in Q4 2023.
  • 116 funds tracked by Wall St. Rank held Cadiz as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.