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	-$1	–	768
2014 Q4	$1	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

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return