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Abacus Wealth Partners’s Caleres CAL Stock Holding History

Abacus Wealth Partners’s Portfolio CAL Stock Details CAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$126K Sell
10,179
-16,121
-61% -$209K 0.01% 316
2026
Q1 		$277K Sell
26,300
-6,151
-19% -$73.3K 0.03% 382
2025
Q4 		$395K Buy
+32,451
New +$399K 0.04% 272

Other funds holding CAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Abacus Wealth Partners's CAL Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Caleres (CAL) stake by 61% in Q2 2026, selling an estimated $209K and leaving 10,179 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #316.

Abacus Wealth Partners first reported a position in CAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $395K in Q4 2025. 171 funds tracked by Wall St. Rank hold CAL as of Q2 2026.

  • Abacus Wealth Partners held 10,179 shares of Caleres worth $126K as of Q2 2026.
  • Abacus Wealth Partners sold 16,121 Caleres shares in Q2 2026, an estimated $209K.
  • Caleres made up 0.01% of Abacus Wealth Partners's portfolio in Q2 2026, its #316 holding.
  • Abacus Wealth Partners first reported a position in Caleres in Q4 2025 and has held it in 3 quarters since.
  • Abacus Wealth Partners's Caleres position peaked at $395K in Q4 2025.
  • 171 funds tracked by Wall St. Rank held Caleres as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.