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EverSource Wealth Advisors’s Caledonia Mining Corp CMCL Stock Holding History

EverSource Wealth Advisors’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 		$2.14K Sell
112
-1,656
-94% -$37.6K ﹤0.01% 3700
2026
Q1 		$39.9K Buy
1,768
+163
+10% +$4.54K ﹤0.01% 2062
2025
Q4 		$42K Buy
1,605
+64
+4% +$1.88K ﹤0.01% 1866
2025
Q3 		$55.8K Sell
1,541
-369
-19% -$9.39K ﹤0.01% 1622
2025
Q2 		$36.9K Buy
1,910
+1,881
+6,486% +$29.4K ﹤0.01% 1822
2025
Q1 		$362 Buy
29
+25
+625% +$257 ﹤0.01% 3561
2024
Q4 		$38 Buy
+4
New +$51 ﹤0.01% 3659

Other funds holding CMCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Caledonia Mining Corp (CMCL) stake by 94% in Q2 2026, selling an estimated $37.6K and leaving 112 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #3700.

EverSource Wealth Advisors first reported a position in CMCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.8K in Q3 2025. 133 funds tracked by Wall St. Rank hold CMCL as of Q2 2026.

  • EverSource Wealth Advisors held 112 shares of Caledonia Mining Corp worth $2.14K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,656 Caledonia Mining Corp shares in Q2 2026, an estimated $37.6K.
  • Caledonia Mining Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3700 holding.
  • EverSource Wealth Advisors first reported a position in Caledonia Mining Corp in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Caledonia Mining Corp position peaked at $55.8K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q2 2026.

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