Empirical Wealth Management
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Empirical Wealth Management’s Caledonia Mining Corp CMCL Stock Holding History

Empirical Wealth Management’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
Q3 		– Sell
-33,856
Closed -$647K – 1170
2026
Q2 		$647K Buy
33,856
+8,130
+32% +$185K 0.01% 564
2026
Q1 		$581K Buy
25,726
+8,335
+48% +$232K 0.01% 525
2025
Q4 		$455K Buy
+17,391
New +$511K 0.01% 550

Other funds holding CMCL

Dimensional Fund Advisors
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sierra Summit Advisors
Sierra Summit Advisors Incline Village, Nevada $852M AUM 73.11% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Illumine Investment Management
Illumine Investment Management Poulsbo, Washington $144M AUM 33.61% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Empirical Wealth Management's CMCL Position: Q3 2026 in Review

Empirical Wealth Management sold out of Caledonia Mining Corp (CMCL) in Q3 2026, closing a stake of 33,856 shares — an estimated $647K sold.

Empirical Wealth Management first reported a position in CMCL in Q4 2025 and held it in 3 quarters. The position peaked at $647K in Q2 2026. 46 funds tracked by Wall St. Rank hold CMCL as of Q3 2026.

  • Empirical Wealth Management reported no remaining Caledonia Mining Corp position as of Q3 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 33,856 Caledonia Mining Corp shares in Q3 2026, an estimated $647K.
  • Empirical Wealth Management first reported a position in Caledonia Mining Corp in Q4 2025 and held it in 3 quarters.
  • Empirical Wealth Management's Caledonia Mining Corp position peaked at $647K in Q2 2026.
  • 46 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.