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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

IFP Advisors's CMCL Position: Q1 2026 in Review

IFP Advisors held its Caledonia Mining Corp (CMCL) position steady in Q1 2026 at 4 shares worth $90. The position accounts for ﹤0.01% of the portfolio, ranked #4753.

IFP Advisors first reported a position in CMCL in Q1 2025 and has held it in 5 quarters since. The position peaked at $145 in Q3 2025. 151 funds tracked by Wall St. Rank hold CMCL as of Q1 2026.

IFP Advisors held 4 shares of Caledonia Mining Corp worth $90 as of Q1 2026.
IFP Advisors left its Caledonia Mining Corp share count unchanged in Q1 2026.
Caledonia Mining Corp made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #4753 holding.
IFP Advisors first reported a position in Caledonia Mining Corp in Q1 2025 and has held it in 5 quarters since.
IFP Advisors's Caledonia Mining Corp position peaked at $145 in Q3 2025.
151 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.