Founders Financial Alliance’s Calumet Specialty Products CLMT Stock Holding History

Founders Financial Alliance’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	–	Sell	-55,855	Closed	-$2.01M	–	784
2026 Q1	$2.01M	Hold	55,855	–	–	0.36%	63
2025 Q4	$1.11M	Sell	55,855 -1,900	-3%	-$36.6K	0.21%	108
2025 Q3	$1.05M	Sell	57,755 -8,550	-13%	-$141K	0.2%	108
2025 Q2	$1.04M	Buy	66,305 +10,875	+20%	+$138K	0.24%	99
2025 Q1	$703K	Buy	55,430 +2,640	+5%	+$41.5K	0.17%	128
2024 Q4	$1.16M	Buy	52,790 +2,140	+4%	+$45K	0.32%	71
2024 Q3	$903K	Buy	50,650 +2,250	+5%	+$36.1K	0.25%	90
2024 Q2	$777K	Buy	48,400 +3,750	+8%	+$59.2K	0.23%	99
2024 Q1	$663K	Buy	+44,650	New	+$711K	0.2%	108

Other funds holding CLMT

TSC

Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return

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

WDOM

Wasserstein Debt Opportunities Management New York $264M AUM 188.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Founders Financial Alliance's CLMT Position: Q2 2026 in Review

Founders Financial Alliance sold out of Calumet Specialty Products (CLMT) in Q2 2026, closing a stake of 55,855 shares — an estimated $2.01M sold.

Founders Financial Alliance first reported a position in CLMT in Q1 2024 and held it in 9 quarters. The position peaked at $2.01M in Q1 2026. 188 funds tracked by Wall St. Rank hold CLMT as of Q2 2026.

Founders Financial Alliance reported no remaining Calumet Specialty Products position as of Q2 2026 after selling out during the quarter.
Founders Financial Alliance sold 55,855 Calumet Specialty Products shares in Q2 2026, an estimated $2.01M.
Founders Financial Alliance first reported a position in Calumet Specialty Products in Q1 2024 and held it in 9 quarters.
Founders Financial Alliance's Calumet Specialty Products position peaked at $2.01M in Q1 2026.
188 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.