AF
CAL icon

Allworth Financial’s Caleres CAL Stock Holding History

Allworth Financial’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 		$13.5K Buy
1,093
+543
+99% +$7.04K ﹤0.01% 3507
2026
Q1 		$5.8K Buy
550
+460
+511% +$5.48K ﹤0.01% 3872
2025
Q4 		$1.1K Sell
90
-221
-71% -$2.72K ﹤0.01% 4329
2025
Q3 		$4.06K Buy
311
+259
+498% +$3.75K ﹤0.01% 3670
2025
Q2 		$637 Sell
52
-183
-78% -$2.74K ﹤0.01% 4074
2025
Q1 		$3.69K Buy
235
+234
+23,400% +$4.2K ﹤0.01% 2927
2024
Q4 		$19 Sell
1
-327
-100% -$9.58K ﹤0.01% 3897
2024
Q3 		$10.8K Buy
328
+276
+531% +$10K ﹤0.01% 2218
2024
Q2 		$1.77K Buy
52
+29
+126% +$1.04K ﹤0.01% 2978
2024
Q1 		$944 Hold
23
– – ﹤0.01% 3100
2023
Q4 		$707 Hold
23
– – ﹤0.01% 3054
2023
Q3 		$662 Buy
+23
New +$610 ﹤0.01% 2972

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 $3.38T AUM 44.17% 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

Allworth Financial's CAL Position: Q2 2026 in Review

Allworth Financial increased its Caleres (CAL) stake by 99% in Q2 2026, buying an estimated $7.04K and bringing the position to 1,093 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3507.

Allworth Financial first reported a position in CAL in Q3 2023 and has held it in 12 quarters since. 170 funds tracked by Wall St. Rank hold CAL as of Q2 2026.

  • Allworth Financial held 1,093 shares of Caleres worth $13.5K as of Q2 2026.
  • Allworth Financial bought 543 Caleres shares in Q2 2026, an estimated $7.04K.
  • Caleres made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3507 holding.
  • Allworth Financial first reported a position in Caleres in Q3 2023 and has held it in 12 quarters since.
  • 170 funds tracked by Wall St. Rank held Caleres as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.