Jones Financial Companies
CAL icon

Jones Financial Companies’s Caleres CAL Stock Holding History

Jones Financial Companies’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
Q1 		$6.26K Hold
600
– – ﹤0.01% 3762
2025
Q4 		$7.3K Hold
600
– – ﹤0.01% 3359
2025
Q3 		$8.19K Hold
600
– – ﹤0.01% 3163
2025
Q2 		$7.52K Buy
600
+150
+33% +$2.25K ﹤0.01% 2976
2025
Q1 		$7.79K Hold
450
– – ﹤0.01% 2813
2024
Q4 		$10.4K Buy
+450
New +$13.2K ﹤0.01% 2515

Other funds holding CAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jones Financial Companies's CAL Position: Q1 2026 in Review

Jones Financial Companies held its Caleres (CAL) position steady in Q1 2026 at 600 shares worth $6.26K. The position accounts for ﹤0.01% of the portfolio, ranked #3762.

Jones Financial Companies first reported a position in CAL in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.4K in Q4 2024. 165 funds tracked by Wall St. Rank hold CAL as of Q1 2026.

  • Jones Financial Companies held 600 shares of Caleres worth $6.26K as of Q1 2026.
  • Jones Financial Companies left its Caleres share count unchanged in Q1 2026.
  • Caleres made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3762 holding.
  • Jones Financial Companies first reported a position in Caleres in Q4 2024 and has held it in 6 quarters since.
  • Jones Financial Companies's Caleres position peaked at $10.4K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held Caleres as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.