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Principal Securities’s Calumet Specialty Products CLMT Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-75
Closed -$1.37K – 1724
2025
Q3 		$1.37K Hold
75
– – ﹤0.01% 3320
2025
Q2 		$1.18K Buy
+75
New +$954 ﹤0.01% 3297

Other funds holding CLMT

TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
WDOM
Wasserstein Debt Opportunities Management New York $189M AUM 169.75% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Principal Securities's CLMT Position: Q4 2025 in Review

Principal Securities sold out of Calumet Specialty Products (CLMT) in Q4 2025, closing a stake of 75 shares — an estimated $1.37K sold.

Principal Securities first reported a position in CLMT in Q2 2025 and held it in 2 quarters. The position peaked at $1.37K in Q3 2025. 140 funds tracked by Wall St. Rank hold CLMT as of Q4 2025.

  • Principal Securities reported no remaining Calumet Specialty Products position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 75 Calumet Specialty Products shares in Q4 2025, an estimated $1.37K.
  • Principal Securities first reported a position in Calumet Specialty Products in Q2 2025 and held it in 2 quarters.
  • Principal Securities's Calumet Specialty Products position peaked at $1.37K in Q3 2025.
  • 140 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.