Optimist Retirement Group
CLMT icon

Optimist Retirement Group’s Calumet Specialty Products CLMT Stock Holding History

Optimist Retirement 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 		$443K Buy
+8,465
New +$400K 0.18% 81

Other funds holding CLMT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
Tyro Capital Management
Tyro Capital Management Miami, Florida $564M AUM 72.37% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Optimist Retirement Group's CLMT Position: Q3 2026 in Review

Optimist Retirement Group opened a new position in Calumet Specialty Products (CLMT) in Q3 2026: 8,465 shares worth $443K. The stake represents 0.18% of the portfolio and ranks #81 among its holdings.

174 funds tracked by Wall St. Rank hold CLMT as of Q3 2026.

  • Optimist Retirement Group held 8,465 shares of Calumet Specialty Products worth $443K as of Q3 2026.
  • Calumet Specialty Products was a new Optimist Retirement Group position in Q3 2026.
  • Calumet Specialty Products made up 0.18% of Optimist Retirement Group's portfolio in Q3 2026, its #81 holding.
  • 174 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2026.

Based on Optimist Retirement Group's 13F filing for Q3 2026, filed 30 Oct 2026.