EverSource Wealth Advisors’s Caleres CAL Stock Holding History

EverSource Wealth Advisors’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	$6.14K	Buy	496 +72	+17%	+$934	﹤0.01%	3184
2026 Q1	$4.47K	Buy	424 +118	+39%	+$1.41K	﹤0.01%	3319
2025 Q4	$3.72K	Sell	306 -834	-73%	-$10.3K	﹤0.01%	3234
2025 Q3	$14.9K	Sell	1,140 -202	-15%	-$2.92K	﹤0.01%	2571
2025 Q2	$16.4K	Buy	1,342 +1,068	+390%	+$16K	﹤0.01%	2454
2025 Q1	$4.72K	Buy	274 +270	+6,750%	+$4.85K	﹤0.01%	2529
2024 Q4	$93	Buy	+4	New	+$117	﹤0.01%	3553
2023 Q1	–	Sell	-97	Closed	-$2.17K	–	2400
2022 Q4	$2.17K	Hold	97	–	–	﹤0.01%	1888
2022 Q3	$2K	Hold	97	–	–	﹤0.01%	1635
2022 Q2	$3K	Hold	97	–	–	﹤0.01%	1383
2022 Q1	$2K	Sell	97 -118	-55%	-$2.56K	﹤0.01%	1496
2021 Q4	$5K	Buy	+215	New	+$5.13K	﹤0.01%	1237

Other funds holding CAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EverSource Wealth Advisors's CAL Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Caleres (CAL) stake by 17% in Q2 2026, buying an estimated $934 and bringing the position to 496 shares worth $6.14K. The position accounts for ﹤0.01% of the portfolio, ranked #3184.

EverSource Wealth Advisors first reported a position in CAL in Q4 2021 and has held it in 12 quarters since. The position peaked at $16.4K in Q2 2025. 170 funds tracked by Wall St. Rank hold CAL as of Q2 2026.

EverSource Wealth Advisors held 496 shares of Caleres worth $6.14K as of Q2 2026.
EverSource Wealth Advisors bought 72 Caleres shares in Q2 2026, an estimated $934.
Caleres made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3184 holding.
EverSource Wealth Advisors first reported a position in Caleres in Q4 2021 and has held it in 12 quarters since.
EverSource Wealth Advisors's Caleres position peaked at $16.4K in Q2 2025.
170 funds tracked by Wall St. Rank held Caleres as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.