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 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

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

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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 London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Empirical Wealth Management's CMCL Position: Q2 2026 in Review

Empirical Wealth Management increased its Caledonia Mining Corp (CMCL) stake by 32% in Q2 2026, buying an estimated $185K and bringing the position to 33,856 shares worth $647K. The position accounts for 0.01% of the portfolio, ranked #564.

Empirical Wealth Management first reported a position in CMCL in Q4 2025 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold CMCL as of Q2 2026.

Empirical Wealth Management held 33,856 shares of Caledonia Mining Corp worth $647K as of Q2 2026.
Empirical Wealth Management bought 8,130 Caledonia Mining Corp shares in Q2 2026, an estimated $185K.
Caledonia Mining Corp made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #564 holding.
Empirical Wealth Management first reported a position in Caledonia Mining Corp in Q4 2025 and has held it in 3 quarters since.
47 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.