Golden State Wealth Management’s Caleres CAL Stock Holding History

Golden State Wealth Management’s Portfolio CAL Stock Details CAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.7K	Buy	1,995 +112	+6%	+$1.45K	﹤0.01%	911
2026 Q1	$19.8K	Buy	1,883 +1	+0.1%	+$12	﹤0.01%	916
2025 Q4	$22.9K	Hold	1,882	–	–	﹤0.01%	895
2025 Q3	$24.5K	Sell	1,882 -450	-19%	-$6.51K	﹤0.01%	866
2025 Q2	$28.5K	Sell	2,332 -217	-9%	-$3.25K	﹤0.01%	786
2025 Q1	$43.9K	Hold	2,549	–	–	0.01%	617
2024 Q4	$59K	Buy	+2,549	New	+$74.7K	0.01%	550
2021 Q4	–	Sell	-9,553	Closed	-$212K	–	363
2021 Q3	$212K	Buy	+9,553	New	+$230K	0.05%	284

Other funds holding CAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Golden State Wealth Management's CAL Position: Q2 2026 in Review

Golden State Wealth Management increased its Caleres (CAL) stake by 5.9% in Q2 2026, buying an estimated $1.45K and bringing the position to 1,995 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Golden State Wealth Management first reported a position in CAL in Q3 2021 and has held it in 8 quarters since. The position peaked at $212K in Q3 2021. 171 funds tracked by Wall St. Rank hold CAL as of Q2 2026.

Golden State Wealth Management held 1,995 shares of Caleres worth $24.7K as of Q2 2026.
Golden State Wealth Management bought 112 Caleres shares in Q2 2026, an estimated $1.45K.
Caleres made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #911 holding.
Golden State Wealth Management first reported a position in Caleres in Q3 2021 and has held it in 8 quarters since.
Golden State Wealth Management's Caleres position peaked at $212K in Q3 2021.
171 funds tracked by Wall St. Rank held Caleres as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.