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Clearstead Advisors’s Caledonia Mining Corp CMCL Stock Holding History

Clearstead 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
2026
Q2 		$116 Buy
+6
New +$136 ﹤0.01% 3334
2025
Q4 		– Sell
-4
Closed -$145 – 2841
2025
Q3 		$145 Buy
+4
New +$102 ﹤0.01% 2892

Other funds holding CMCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Clearstead Advisors's CMCL Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Caledonia Mining Corp (CMCL) in Q2 2026: 6 shares worth $116. The stake represents ﹤0.01% of the portfolio and ranks #3334 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CMCL as recently as Q3 2025.

Clearstead Advisors first reported a position in CMCL in Q3 2025 and has held it in 2 quarters since. The position peaked at $145 in Q3 2025. 47 funds tracked by Wall St. Rank hold CMCL as of Q2 2026.

  • Clearstead Advisors held 6 shares of Caledonia Mining Corp worth $116 as of Q2 2026.
  • Caledonia Mining Corp was a new Clearstead Advisors position in Q2 2026.
  • Caledonia Mining Corp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3334 holding.
  • Clearstead Advisors first reported a position in Caledonia Mining Corp in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Caledonia Mining Corp position peaked at $145 in Q3 2025.
  • 47 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.