LPL Financial’s Caledonia Mining Corp CMCL Stock Holding History

LPL Financial’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
2025 Q4	–	Sell	-29,009	Closed	-$1.05M	–	5906
2025 Q3	$1.05M	Buy	+29,009	New	+$738K	﹤0.01%	3960

Other funds holding CMCL

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

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

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

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

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

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GRA

Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return

LPL Financial's CMCL Position: Q4 2025 in Review

LPL Financial sold out of Caledonia Mining Corp (CMCL) in Q4 2025, closing a stake of 29,009 shares — an estimated $1.05M sold.

LPL Financial first reported a position in CMCL in Q3 2025 and held it in 1 quarter. The position peaked at $1.05M in Q3 2025. 143 funds tracked by Wall St. Rank hold CMCL as of Q4 2025.

LPL Financial reported no remaining Caledonia Mining Corp position as of Q4 2025 after selling out during the quarter.
LPL Financial sold 29,009 Caledonia Mining Corp shares in Q4 2025, an estimated $1.05M.
LPL Financial first reported a position in Caledonia Mining Corp in Q3 2025 and held it in 1 quarter.
LPL Financial's Caledonia Mining Corp position peaked at $1.05M in Q3 2025.
143 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.