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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
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

WDOM
Wasserstein Debt Opportunities Management New York $189M AUM 169.75% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
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
DMKJ
David M. Knott Jr $168M AUM 60.36% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gimbal Financial's CLMT Position: Q3 2025 in Review

Gimbal Financial held its Calumet Specialty Products (CLMT) position steady in Q3 2025 at 24,545 shares worth $448K. The position accounts for 0.27% of the portfolio, ranked #30.

Gimbal Financial first reported a position in CLMT in Q4 2023 and has held it in 8 quarters since. The position peaked at $596K in Q4 2024. 149 funds tracked by Wall St. Rank hold CLMT as of Q3 2025.

  • Gimbal Financial held 24,545 shares of Calumet Specialty Products worth $448K as of Q3 2025.
  • Gimbal Financial left its Calumet Specialty Products share count unchanged in Q3 2025.
  • Calumet Specialty Products made up 0.27% of Gimbal Financial's portfolio in Q3 2025, its #30 holding.
  • Gimbal Financial first reported a position in Calumet Specialty Products in Q4 2023 and has held it in 8 quarters since.
  • Gimbal Financial's Calumet Specialty Products position peaked at $596K in Q4 2024.
  • 149 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2025.

Based on Gimbal Financial's 13F filing for Q3 2025, filed 4 Nov 2025.