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Capstone Financial Advisors’s Caledonia Mining Corp CMCL Stock Holding History

Capstone Financial Advisors’s Portfolio CMCL Stock Details CMCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-25,699
Closed -$931K – 189
2025
Q3 		$931K Buy
+25,699
New +$654K 0.05% 66

Other funds holding CMCL

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VanEck Associates
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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
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
GRA
Goehring & Rozencwajg Associates New York $1.86B AUM 130.26% 1-Year Est. Return

Capstone Financial Advisors's CMCL Position: Q4 2025 in Review

Capstone Financial Advisors sold out of Caledonia Mining Corp (CMCL) in Q4 2025, closing a stake of 25,699 shares — an estimated $931K sold.

Capstone Financial Advisors first reported a position in CMCL in Q3 2025 and held it in 1 quarter. The position peaked at $931K in Q3 2025. 143 funds tracked by Wall St. Rank hold CMCL as of Q4 2025.

  • Capstone Financial Advisors reported no remaining Caledonia Mining Corp position as of Q4 2025 after selling out during the quarter.
  • Capstone Financial Advisors sold 25,699 Caledonia Mining Corp shares in Q4 2025, an estimated $931K.
  • Capstone Financial Advisors first reported a position in Caledonia Mining Corp in Q3 2025 and held it in 1 quarter.
  • Capstone Financial Advisors's Caledonia Mining Corp position peaked at $931K in Q3 2025.
  • 143 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q4 2025.

Based on Capstone Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.