BRWA
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B. Riley Wealth Advisors’s Caleres CAL Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-500
Closed -$5.18K – 937
2026
Q1 		$5.18K Buy
+500
New +$5.96K ﹤0.01% 885
2015
Q1 		– Sell
-43
Closed -$1K – 766
2014
Q4 		$1K Buy
+43
New +$1.25K ﹤0.01% 3523
2014
Q3 		– Sell
-249
Closed -$7.12K – 821
2014
Q2 		$7.12K Buy
+249
New +$6.51K ﹤0.01% 1923

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

B. Riley Wealth Advisors's CAL Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of Caleres (CAL) in Q2 2026, closing a stake of 500 shares — an estimated $5.18K sold.

B. Riley Wealth Advisors first reported a position in CAL in Q2 2014 and held it in 3 quarters. The position peaked at $7.12K in Q2 2014. 170 funds tracked by Wall St. Rank hold CAL as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining Caleres position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 500 Caleres shares in Q2 2026, an estimated $5.18K.
  • B. Riley Wealth Advisors first reported a position in Caleres in Q2 2014 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Caleres position peaked at $7.12K in Q2 2014.
  • 170 funds tracked by Wall St. Rank held Caleres as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.