AAS
CLMT icon

Ameritas Advisory Services’s Calumet Specialty Products CLMT Stock Holding History

Ameritas Advisory Services’s Portfolio CLMT Stock Details CLMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-85
Closed -$3.05K – 1980
2026
Q1 		$3.05K Buy
+85
New +$2.2K ﹤0.01% 996
2023
Q2 		– Sell
-4,400
Closed -$76.5K – 893
2023
Q1 		$76.5K Sell
4,400
-6,200
-58% -$110K ﹤0.01% 1103
2022
Q4 		$179K Buy
+10,600
New +$171K 0.01% 833
2022
Q2 		– Sell
-11,450
Closed -$156K – 806
2022
Q1 		$156K Sell
11,450
-3,900
-25% -$57.4K 0.01% 805
2021
Q4 		$203K Buy
+15,350
New +$193K 0.01% 777

Other funds holding CLMT

TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WDOM
Wasserstein Debt Opportunities Management New York $264M AUM 188.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameritas Advisory Services's CLMT Position: Q2 2026 in Review

Ameritas Advisory Services sold out of Calumet Specialty Products (CLMT) in Q2 2026, closing a stake of 85 shares — an estimated $3.05K sold.

Ameritas Advisory Services first reported a position in CLMT in Q4 2021 and held it in 5 quarters. The position peaked at $203K in Q4 2021. 188 funds tracked by Wall St. Rank hold CLMT as of Q2 2026.

  • Ameritas Advisory Services reported no remaining Calumet Specialty Products position as of Q2 2026 after selling out during the quarter.
  • Ameritas Advisory Services sold 85 Calumet Specialty Products shares in Q2 2026, an estimated $3.05K.
  • Ameritas Advisory Services first reported a position in Calumet Specialty Products in Q4 2021 and held it in 5 quarters.
  • Ameritas Advisory Services's Calumet Specialty Products position peaked at $203K in Q4 2021.
  • 188 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.