IFP Advisors
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IFP Advisors’s Caledonia Mining Corp CMCL Stock Holding History

IFP Advisors’s Portfolio CMCL Stock Details CMCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$659 Buy
28
+9
+47% +$198 ﹤0.01% 4609
2026
Q2 		$363 Buy
19
+15
+375% +$340 ﹤0.01% 4747
2026
Q1 		$90 Hold
4
– – ﹤0.01% 4753
2025
Q4 		$105 Hold
4
– – ﹤0.01% 4577
2025
Q3 		$145 Hold
4
– – ﹤0.01% 4463
2025
Q2 		$77 Sell
4
-4
-50% -$63 ﹤0.01% 4757
2025
Q1 		$100 Buy
+8
New +$82 ﹤0.01% 3855
2024
Q4 		– Hold
0
– – – 3486

Other funds holding CMCL

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OCWP
Owl Creek Wealth Partners Denver, Colorado $355M AUM
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IFP Advisors's CMCL Position: Q3 2026 in Review

IFP Advisors increased its Caledonia Mining Corp (CMCL) stake by 47% in Q3 2026, buying an estimated $198 and bringing the position to 28 shares worth $659. The position accounts for ﹤0.01% of the portfolio, ranked #4609.

IFP Advisors first reported a position in CMCL in Q1 2025 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold CMCL as of Q3 2026.

  • IFP Advisors held 28 shares of Caledonia Mining Corp worth $659 as of Q3 2026.
  • IFP Advisors bought 9 Caledonia Mining Corp shares in Q3 2026, an estimated $198.
  • Caledonia Mining Corp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4609 holding.
  • IFP Advisors first reported a position in Caledonia Mining Corp in Q1 2025 and has held it in 7 quarters since.
  • 11 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.