Clark Capital Management Group’s CaliberCos CWD Stock Holding History

Clark Capital Management Group’s Portfolio CWD Stock Details CWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,053	Closed	-$78.1K	–	430
2025 Q1	$78.1K	Buy	+7,053	New	+$87.5K	﹤0.01%	425

Other funds holding CWD

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clark Capital Management Group's CWD Position: Q2 2025 in Review

Clark Capital Management Group sold out of CaliberCos (CWD) in Q2 2025, closing a stake of 7,053 shares — an estimated $78.1K sold.

Clark Capital Management Group first reported a position in CWD in Q1 2025 and held it in 1 quarter. The position peaked at $78.1K in Q1 2025. 7 funds tracked by Wall St. Rank hold CWD as of Q2 2025.

Clark Capital Management Group reported no remaining CaliberCos position as of Q2 2025 after selling out during the quarter.
Clark Capital Management Group sold 7,053 CaliberCos shares in Q2 2025, an estimated $78.1K.
Clark Capital Management Group first reported a position in CaliberCos in Q1 2025 and held it in 1 quarter.
Clark Capital Management Group's CaliberCos position peaked at $78.1K in Q1 2025.
7 funds tracked by Wall St. Rank held CaliberCos as of Q2 2025.

Based on Clark Capital Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.