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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Essential Partners's CAL Position: Q2 2026 in Review

Essential Partners opened a new position in Caleres (CAL) in Q2 2026: 96 shares worth $1.19K. The stake represents ﹤0.01% of the portfolio and ranks #2167 among its holdings. This is a return to the name: Essential Partners previously reported a position in CAL as recently as Q3 2025.

Essential Partners first reported a position in CAL in Q3 2025 and has held it in 2 quarters since. The position peaked at $4.9K in Q3 2025. 170 funds tracked by Wall St. Rank hold CAL as of Q2 2026.

  • Essential Partners held 96 shares of Caleres worth $1.19K as of Q2 2026.
  • Caleres was a new Essential Partners position in Q2 2026.
  • Caleres made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2167 holding.
  • Essential Partners first reported a position in Caleres in Q3 2025 and has held it in 2 quarters since.
  • Essential Partners's Caleres position peaked at $4.9K in Q3 2025.
  • 170 funds tracked by Wall St. Rank held Caleres as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.