MassMutual Private Wealth & Trust’s Caledonia Mining Corp CMCL Stock Holding History

MassMutual Private Wealth & Trust’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
2026 Q2	–	Sell	-42	Closed	-$949	–	2417
2026 Q1	$949	Sell	42 -26	-38%	-$725	﹤0.01%	2149
2025 Q4	$1.78K	Hold	68	–	–	﹤0.01%	2023
2025 Q3	$2.46K	Buy	68 +11	+19%	+$280	﹤0.01%	1926
2025 Q2	$1.1K	Sell	57 -450	-89%	-$7.04K	﹤0.01%	2100
2025 Q1	$6.33K	Buy	507 +472	+1,349%	+$4.85K	﹤0.01%	1487
2024 Q4	$329	Hold	35	–	–	﹤0.01%	2209
2024 Q3	$524	Hold	35	–	–	﹤0.01%	1966
2024 Q2	$340	Hold	35	–	–	﹤0.01%	2009
2024 Q1	$387	Buy	+35	New	+$375	﹤0.01%	1904

Other funds holding CMCL

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

IIM

Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

MAM

Montchanin Asset Management Montchanin, Delaware $98.1M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

MassMutual Private Wealth & Trust's CMCL Position: Q2 2026 in Review

MassMutual Private Wealth & Trust sold out of Caledonia Mining Corp (CMCL) in Q2 2026, closing a stake of 42 shares — an estimated $949 sold.

MassMutual Private Wealth & Trust first reported a position in CMCL in Q1 2024 and held it in 9 quarters. The position peaked at $6.33K in Q1 2025. 26 funds tracked by Wall St. Rank hold CMCL as of Q2 2026.

MassMutual Private Wealth & Trust reported no remaining Caledonia Mining Corp position as of Q2 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 42 Caledonia Mining Corp shares in Q2 2026, an estimated $949.
MassMutual Private Wealth & Trust first reported a position in Caledonia Mining Corp in Q1 2024 and held it in 9 quarters.
MassMutual Private Wealth & Trust's Caledonia Mining Corp position peaked at $6.33K in Q1 2025.
26 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.