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Compass Financial Management’s Cal-Maine CALM Stock Holding History

Compass Financial Management’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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Compass Financial Management's CALM Position: Q2 2026 in Review

Compass Financial Management 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.

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

  • Compass Financial Management held 1,800 shares of Cal-Maine worth $153K as of Q2 2026.
  • Cal-Maine was a new Compass Financial Management position in Q2 2026.
  • Cal-Maine made up 0.02% of Compass Financial Management's portfolio in Q2 2026, its #472 holding.
  • 425 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.