JFS Wealth Advisors’s Caleres CAL Stock Holding History

JFS Wealth Advisors’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	$1.53K	Hold	124	–	–	﹤0.01%	1691
2026 Q1	$1.31K	Hold	124	–	–	﹤0.01%	1617
2025 Q4	$1.51K	Hold	124	–	–	﹤0.01%	1624
2025 Q3	$1.62K	Hold	124	–	–	﹤0.01%	1493
2025 Q2	$1.52K	Sell	124 -30	-19%	-$450	﹤0.01%	1464
2025 Q1	$2.65K	Sell	154 -93	-38%	-$1.67K	﹤0.01%	1360
2024 Q4	$5.72K	Hold	247	–	–	﹤0.01%	1079
2024 Q3	$8.16K	Hold	247	–	–	﹤0.01%	929
2024 Q2	$8.3K	Sell	247 -30	-11%	-$1.08K	﹤0.01%	854
2024 Q1	$11.4K	Hold	277	–	–	﹤0.01%	778
2023 Q4	$8.51K	Buy	+277	New	+$7.81K	﹤0.01%	831

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

JFS Wealth Advisors's CAL Position: Q2 2026 in Review

JFS Wealth Advisors held its Caleres (CAL) position steady in Q2 2026 at 124 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

JFS Wealth Advisors first reported a position in CAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.4K in Q1 2024. 170 funds tracked by Wall St. Rank hold CAL as of Q2 2026.

JFS Wealth Advisors held 124 shares of Caleres worth $1.53K as of Q2 2026.
JFS Wealth Advisors left its Caleres share count unchanged in Q2 2026.
Caleres made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1691 holding.
JFS Wealth Advisors first reported a position in Caleres in Q4 2023 and has held it in 11 quarters since.
JFS Wealth Advisors's Caleres position peaked at $11.4K in Q1 2024.
170 funds tracked by Wall St. Rank held Caleres as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.