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Oxford Financial Group’s Cal-Maine CALM Stock Holding History

Oxford Financial Group’s Portfolio CALM Stock Details CALM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$254K Buy
+3,154
New +$243K 0.01% 223

Other funds holding CALM

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Oxford Financial Group's CALM Position: Q2 2026 in Review

Oxford Financial Group opened a new position in Cal-Maine (CALM) in Q2 2026: 3,154 shares worth $254K. The stake represents 0.01% of the portfolio and ranks #223 among its holdings.

454 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

  • Oxford Financial Group held 3,154 shares of Cal-Maine worth $254K as of Q2 2026.
  • Cal-Maine was a new Oxford Financial Group position in Q2 2026.
  • Cal-Maine made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #223 holding.
  • 454 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.