Institute for Wealth Management’s Callaway Golf Company CALY Stock Holding History

Institute for Wealth Management’s Portfolio CALY Stock Details CALY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$746	Buy	+40	New	+$627	﹤0.01%	1681

Other funds holding CALY

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

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

SCM

Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

OKSA

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Institute for Wealth Management's CALY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Callaway Golf Company (CALY) in Q2 2026: 40 shares worth $746. The stake represents ﹤0.01% of the portfolio and ranks #1681 among its holdings.

129 funds tracked by Wall St. Rank hold CALY as of Q2 2026.

Institute for Wealth Management held 40 shares of Callaway Golf Company worth $746 as of Q2 2026.
Callaway Golf Company was a new Institute for Wealth Management position in Q2 2026.
Callaway Golf Company made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1681 holding.
129 funds tracked by Wall St. Rank held Callaway Golf Company as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.