Vontobel Holding
CDRE icon

Vontobel Holding’s Cadre Holdings CDRE Stock Holding History

Vontobel Holding’s Portfolio CDRE Stock Details CDRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$247K Buy
9,829
+156
+2% +$4.68K ﹤0.01% 1313
2026
Q2 		$276K Buy
+9,673
New +$291K ﹤0.01% 1257
2026
Q1 		– Sell
-5,450
Closed -$223K – 1249
2025
Q4 		$223K Buy
+5,450
New +$227K ﹤0.01% 1276

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Corbyn Investment Management
Corbyn Investment Management Lutherville, Maryland $336M AUM 15.47% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Oak Ridge Investments
Oak Ridge Investments Chicago, Illinois $1.68B AUM 48.52% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Vontobel Holding's CDRE Position: Q3 2026 in Review

Vontobel Holding increased its Cadre Holdings (CDRE) stake by 1.6% in Q3 2026, buying an estimated $4.68K and bringing the position to 9,829 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Vontobel Holding first reported a position in CDRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $276K in Q2 2026. 40 funds tracked by Wall St. Rank hold CDRE as of Q3 2026.

  • Vontobel Holding held 9,829 shares of Cadre Holdings worth $247K as of Q3 2026.
  • Vontobel Holding bought 156 Cadre Holdings shares in Q3 2026, an estimated $4.68K.
  • Cadre Holdings made up ﹤0.01% of Vontobel Holding's portfolio in Q3 2026, its #1313 holding.
  • Vontobel Holding first reported a position in Cadre Holdings in Q4 2025 and has held it in 3 quarters since.
  • Vontobel Holding's Cadre Holdings position peaked at $276K in Q2 2026.
  • 40 funds tracked by Wall St. Rank held Cadre Holdings as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.