Larson Financial Group
CLMT icon

Larson Financial Group’s Calumet Specialty Products CLMT Stock Holding History

Larson Financial Group’s Portfolio CLMT Stock Details CLMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.32K Buy
178
+33
+23% +$1.56K ﹤0.01% 2552
2026
Q2 		$5.22K Buy
145
+8
+6% +$269 ﹤0.01% 2752
2026
Q1 		$4.92K Buy
137
+95
+226% +$2.46K ﹤0.01% 2622
2025
Q4 		$835 Sell
42
-58
-58% -$1.12K ﹤0.01% 3002
2025
Q3 		$1.82K Buy
+100
New +$1.64K ﹤0.01% 2747

Other funds holding CLMT

Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Larson Financial Group's CLMT Position: Q3 2026 in Review

Larson Financial Group increased its Calumet Specialty Products (CLMT) stake by 23% in Q3 2026, buying an estimated $1.56K and bringing the position to 178 shares worth $9.32K. The position accounts for ﹤0.01% of the portfolio, ranked #2552.

Larson Financial Group first reported a position in CLMT in Q3 2025 and has held it in 5 quarters since. 81 funds tracked by Wall St. Rank hold CLMT as of Q3 2026.

  • Larson Financial Group held 178 shares of Calumet Specialty Products worth $9.32K as of Q3 2026.
  • Larson Financial Group bought 33 Calumet Specialty Products shares in Q3 2026, an estimated $1.56K.
  • Calumet Specialty Products made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2552 holding.
  • Larson Financial Group first reported a position in Calumet Specialty Products in Q3 2025 and has held it in 5 quarters since.
  • 81 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.