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Allworth Financial’s Cal-Maine CALM Stock Holding History

Allworth Financial’s Portfolio CALM Stock Details CALM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.3K Sell
189
-134
-41% -$10.3K ﹤0.01% 3410
2026
Q1 		$25.6K Buy
323
+229
+244% +$18.8K ﹤0.01% 2819
2025
Q4 		$7.46K Sell
94
-19
-17% -$1.67K ﹤0.01% 3459
2025
Q3 		$10.7K Buy
113
+31
+38% +$3.31K ﹤0.01% 3098
2025
Q2 		$8.22K Sell
82
-6
-7% -$573 ﹤0.01% 2988
2025
Q1 		$8.16K Buy
88
+42
+91% +$4.15K ﹤0.01% 2515
2024
Q4 		$5.15K Hold
46
– – ﹤0.01% 2749
2024
Q3 		$3.44K Hold
46
– – ﹤0.01% 2731
2024
Q2 		$3K Buy
46
+3
+7% +$178 ﹤0.01% 2743
2024
Q1 		$2.53K Hold
43
– – ﹤0.01% 2725
2023
Q4 		$2.47K Sell
43
-26
-38% -$1.28K ﹤0.01% 2586
2023
Q3 		$3.34K Buy
69
+62
+886% +$2.88K ﹤0.01% 2309
2023
Q2 		$315 Buy
+7
New +$348 ﹤0.01% 3005
2023
Q1 		– Sell
-19
Closed -$1.03K – 3202
2022
Q4 		$1.03K Buy
19
+17
+850% +$983 ﹤0.01% 2463
2022
Q3 		$0 Buy
+2
New +$109 ﹤0.01% 2691
2020
Q2 		– Sell
-600
Closed -$26K – 1191
2020
Q1 		$26K Buy
+600
New +$22.7K ﹤0.01% 513

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Allworth Financial's CALM Position: Q2 2026 in Review

Allworth Financial reduced its Cal-Maine (CALM) stake by 41% in Q2 2026, selling an estimated $10.3K and leaving 189 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3410.

Allworth Financial first reported a position in CALM in Q1 2020 and has held it in 16 quarters since. The position peaked at $26K in Q1 2020. 454 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

  • Allworth Financial held 189 shares of Cal-Maine worth $15.3K as of Q2 2026.
  • Allworth Financial sold 134 Cal-Maine shares in Q2 2026, an estimated $10.3K.
  • Cal-Maine made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3410 holding.
  • Allworth Financial first reported a position in Cal-Maine in Q1 2020 and has held it in 16 quarters since.
  • Allworth Financial's Cal-Maine position peaked at $26K in Q1 2020.
  • 454 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

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