Clearstead Advisors’s Caleres CAL Stock Holding History

Clearstead Advisors’s Portfolio CAL Stock Details CAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-28	Closed	-$366	–	2820
2025 Q3	$366	Buy	+28	New	+$405	﹤0.01%	2777

Other funds holding CAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Clearstead Advisors's CAL Position: Q4 2025 in Review

Clearstead Advisors sold out of Caleres (CAL) in Q4 2025, closing a stake of 28 shares — an estimated $366 sold.

Clearstead Advisors first reported a position in CAL in Q3 2025 and held it in 1 quarter. The position peaked at $366 in Q3 2025. 164 funds tracked by Wall St. Rank hold CAL as of Q4 2025.

Clearstead Advisors reported no remaining Caleres position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 28 Caleres shares in Q4 2025, an estimated $366.
Clearstead Advisors first reported a position in Caleres in Q3 2025 and held it in 1 quarter.
Clearstead Advisors's Caleres position peaked at $366 in Q3 2025.
164 funds tracked by Wall St. Rank held Caleres as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.