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Gimbal Financial’s Calumet Specialty Products CLMT Stock Holding History

Gimbal Financial’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 		$884K Buy
+24,545
New +$825K 0.54% 16
2025
Q3 		$448K Hold
24,545
– – 0.27% 30
2025
Q2 		$387K Hold
24,545
– – 0.24% 30
2025
Q1 		$311K Sell
24,545
-2,500
-9% -$39.3K 0.28% 29
2024
Q4 		$596K Hold
27,045
– – 0.49% 20
2024
Q3 		$573K Hold
27,045
– – 0.37% 22
2024
Q2 		$459K Hold
27,045
– – 0.34% 25
2024
Q1 		$402K Hold
27,045
– – 0.33% 28
2023
Q4 		$483K Buy
+27,045
New +$439K 0.48% 21

Other funds holding CLMT

TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gimbal Financial's CLMT Position: Q2 2026 in Review

Gimbal Financial opened a new position in Calumet Specialty Products (CLMT) in Q2 2026: 24,545 shares worth $884K. The stake represents 0.54% of the portfolio and ranks #16 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in CLMT as recently as Q3 2025.

Gimbal Financial first reported a position in CLMT in Q4 2023 and has held it in 9 quarters since. 188 funds tracked by Wall St. Rank hold CLMT as of Q2 2026.

  • Gimbal Financial held 24,545 shares of Calumet Specialty Products worth $884K as of Q2 2026.
  • Calumet Specialty Products was a new Gimbal Financial position in Q2 2026.
  • Calumet Specialty Products made up 0.54% of Gimbal Financial's portfolio in Q2 2026, its #16 holding.
  • Gimbal Financial first reported a position in Calumet Specialty Products in Q4 2023 and has held it in 9 quarters since.
  • 188 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2026.

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