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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

EverSource Wealth Advisors's CMCL Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Caledonia Mining Corp (CMCL) stake by 10% in Q1 2026, buying an estimated $4.54K and bringing the position to 1,768 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2062.

EverSource Wealth Advisors first reported a position in CMCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $55.8K in Q3 2025. 151 funds tracked by Wall St. Rank hold CMCL as of Q1 2026.

  • EverSource Wealth Advisors held 1,768 shares of Caledonia Mining Corp worth $39.9K as of Q1 2026.
  • EverSource Wealth Advisors bought 163 Caledonia Mining Corp shares in Q1 2026, an estimated $4.54K.
  • Caledonia Mining Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2062 holding.
  • EverSource Wealth Advisors first reported a position in Caledonia Mining Corp in Q4 2024 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Caledonia Mining Corp position peaked at $55.8K in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.