SSG
CDZI icon

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
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

WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Securities Group's CDZI Position: Q1 2026 in Review

Summit Securities Group opened a new position in Cadiz (CDZI) in Q1 2026: 566 shares worth $2.78K. The stake represents ﹤0.01% of the portfolio and ranks #899 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in CDZI as recently as Q4 2023.

Summit Securities Group first reported a position in CDZI in Q2 2013 and has held it in 3 quarters since. The position peaked at $5K in Q4 2023. 139 funds tracked by Wall St. Rank hold CDZI as of Q1 2026.

  • Summit Securities Group held 566 shares of Cadiz worth $2.78K as of Q1 2026.
  • Cadiz was a new Summit Securities Group position in Q1 2026.
  • Cadiz made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #899 holding.
  • Summit Securities Group first reported a position in Cadiz in Q2 2013 and has held it in 3 quarters since.
  • Summit Securities Group's Cadiz position peaked at $5K in Q4 2023.
  • 139 funds tracked by Wall St. Rank held Cadiz as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.