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B. Riley Wealth Advisors’s Cal-Maine CALM Stock Holding History

B. Riley Wealth Advisors’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
2025
Q4 		– Sell
-4,685
Closed -$441K – 1043
2025
Q3 		$441K Sell
4,685
-97
-2% -$10.4K 0.02% 577
2025
Q2 		$476K Buy
+4,782
New +$457K 0.02% 541
2024
Q2 		– Sell
-6,474
Closed -$313K – 1417
2024
Q1 		$313K Buy
6,474
+1,095
+20% +$62.3K 0.01% 1016
2023
Q4 		$309K Sell
5,379
-1,095
-17% -$54.1K 0.01% 1041
2023
Q3 		$313K Buy
+6,474
New +$301K 0.01% 1016

Other funds holding CALM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Advisors's CALM Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of Cal-Maine (CALM) in Q4 2025, closing a stake of 4,685 shares — an estimated $441K sold.

B. Riley Wealth Advisors first reported a position in CALM in Q3 2023 and held it in 5 quarters. The position peaked at $476K in Q2 2025. 462 funds tracked by Wall St. Rank hold CALM as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining Cal-Maine position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,685 Cal-Maine shares in Q4 2025, an estimated $441K.
  • B. Riley Wealth Advisors first reported a position in Cal-Maine in Q3 2023 and held it in 5 quarters.
  • B. Riley Wealth Advisors's Cal-Maine position peaked at $476K in Q2 2025.
  • 462 funds tracked by Wall St. Rank held Cal-Maine as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.