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 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 $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return