COMPASS FINANCIAL MANAGEMENT LLC’s Cal-Maine CALM Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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
2026 Q2	$153K	Buy	+1,800	New	+$139K	0.02%	472

Other funds holding CALM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's CALM Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Cal-Maine (CALM) in Q2 2026: 1,800 shares worth $153K. The stake represents 0.02% of the portfolio and ranks #472 among its holdings.

336 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,800 shares of Cal-Maine worth $153K as of Q2 2026.
Cal-Maine was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Cal-Maine made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #472 holding.
336 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.