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Family Legacy Financial Solutions’s Cal-Maine CALM Stock Holding History

Family Legacy Financial Solutions’s Portfolio CALM Stock Details CALM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-38
Closed -$3.58K – 72
2025
Q3 		$3.58K Buy
38
+1
+3% +$107 ﹤0.01% 200
2025
Q2 		$3.71K Buy
+37
New +$3.54K ﹤0.01% 179

Other funds holding CALM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Family Legacy Financial Solutions's CALM Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Cal-Maine (CALM) in Q4 2025, closing a stake of 38 shares — an estimated $3.58K sold.

Family Legacy Financial Solutions first reported a position in CALM in Q2 2025 and held it in 2 quarters. The position peaked at $3.71K in Q2 2025. 462 funds tracked by Wall St. Rank hold CALM as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Cal-Maine position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 38 Cal-Maine shares in Q4 2025, an estimated $3.58K.
  • Family Legacy Financial Solutions first reported a position in Cal-Maine in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Cal-Maine position peaked at $3.71K in Q2 2025.
  • 462 funds tracked by Wall St. Rank held Cal-Maine as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.