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Taylor Financial Group’s Candel Therapeutics CADL Stock Holding History

Taylor Financial Group’s Portfolio CADL Stock Details CADL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-16,600
Closed -$81.3K – 104
2026
Q1 		$81.3K Buy
16,600
+3,000
+22% +$16.3K 0.05% 98
2025
Q4 		$76.8K Hold
13,600
– – 0.05% 101
2025
Q3 		$69.4K Buy
13,600
+3,600
+36% +$20.8K 0.04% 104
2025
Q2 		$50.6K Hold
10,000
– – 0.03% 103
2025
Q1 		$56.5K Buy
+10,000
New +$81.7K 0.04% 97

Other funds holding CADL

TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TGIA
Torrey Growth & Income Advisors Del Mar, California $294M AUM 37.95% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Taylor Financial Group's CADL Position: Q2 2026 in Review

Taylor Financial Group sold out of Candel Therapeutics (CADL) in Q2 2026, closing a stake of 16,600 shares — an estimated $81.3K sold.

Taylor Financial Group first reported a position in CADL in Q1 2025 and held it in 5 quarters. The position peaked at $81.3K in Q1 2026. 22 funds tracked by Wall St. Rank hold CADL as of Q2 2026.

  • Taylor Financial Group reported no remaining Candel Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Taylor Financial Group sold 16,600 Candel Therapeutics shares in Q2 2026, an estimated $81.3K.
  • Taylor Financial Group first reported a position in Candel Therapeutics in Q1 2025 and held it in 5 quarters.
  • Taylor Financial Group's Candel Therapeutics position peaked at $81.3K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Candel Therapeutics as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.