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Essential Partners’s Caleres CAL Stock Holding History

Essential Partners’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
2026
Q3 		$1.67K Buy
137
+41
+43% +$517 ﹤0.01% 1988
2026
Q2 		$1.19K Buy
+96
New +$1.25K ﹤0.01% 2167
2025
Q4 		– Sell
-376
Closed -$4.9K – 2796
2025
Q3 		$4.9K Buy
+376
New +$5.44K ﹤0.01% 1434

Other funds holding CAL

SIM
SummerHaven Investment Management Stamford, Connecticut $137M AUM 42.53% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Essential Partners's CAL Position: Q3 2026 in Review

Essential Partners increased its Caleres (CAL) stake by 43% in Q3 2026, buying an estimated $517 and bringing the position to 137 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1988.

Essential Partners first reported a position in CAL in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.9K in Q3 2025. 12 funds tracked by Wall St. Rank hold CAL as of Q3 2026.

  • Essential Partners held 137 shares of Caleres worth $1.67K as of Q3 2026.
  • Essential Partners bought 41 Caleres shares in Q3 2026, an estimated $517.
  • Caleres made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1988 holding.
  • Essential Partners first reported a position in Caleres in Q3 2025 and has held it in 3 quarters since.
  • Essential Partners's Caleres position peaked at $4.9K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Caleres as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.