FFA
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Farther Finance Advisors’s Calumet Specialty Products CLMT Stock Holding History

Farther Finance Advisors’s Portfolio CLMT Stock Details CLMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$360 Hold
10
– – ﹤0.01% 5603
2026
Q1 		$346 Hold
10
– – ﹤0.01% 5349
2025
Q4 		$199 Hold
10
– – ﹤0.01% 5211
2025
Q3 		$183 Buy
+10
New +$165 ﹤0.01% 4738

Other funds holding CLMT

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Farther Finance Advisors's CLMT Position: Q2 2026 in Review

Farther Finance Advisors held its Calumet Specialty Products (CLMT) position steady in Q2 2026 at 10 shares worth $360. The position accounts for ﹤0.01% of the portfolio, ranked #5603.

Farther Finance Advisors first reported a position in CLMT in Q3 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold CLMT as of Q2 2026.

  • Farther Finance Advisors held 10 shares of Calumet Specialty Products worth $360 as of Q2 2026.
  • Farther Finance Advisors left its Calumet Specialty Products share count unchanged in Q2 2026.
  • Calumet Specialty Products made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5603 holding.
  • Farther Finance Advisors first reported a position in Calumet Specialty Products in Q3 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.