CFA
CALY

Capstone Financial Advisors’s Callaway Golf Company CALY Stock Holding History

Capstone Financial Advisors’s Portfolio CALY Stock Details CALY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,065
Closed -$81K – 189
2025
Q2 		$81K Hold
10,065
– – ﹤0.01% 164
2025
Q1 		$66.3K Buy
+10,065
New +$73.9K ﹤0.01% 148

Other funds holding CALY

PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
HPC
Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Financial Advisors's CALY Position: Q3 2025 in Review

Capstone Financial Advisors sold out of Callaway Golf Company (CALY) in Q3 2025, closing a stake of 10,065 shares — an estimated $81K sold.

Capstone Financial Advisors first reported a position in CALY in Q1 2025 and held it in 2 quarters. The position peaked at $81K in Q2 2025. 283 funds tracked by Wall St. Rank hold CALY as of Q3 2025.

  • Capstone Financial Advisors reported no remaining Callaway Golf Company position as of Q3 2025 after selling out during the quarter.
  • Capstone Financial Advisors sold 10,065 Callaway Golf Company shares in Q3 2025, an estimated $81K.
  • Capstone Financial Advisors first reported a position in Callaway Golf Company in Q1 2025 and held it in 2 quarters.
  • Capstone Financial Advisors's Callaway Golf Company position peaked at $81K in Q2 2025.
  • 283 funds tracked by Wall St. Rank held Callaway Golf Company as of Q3 2025.

Based on Capstone Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.