PWMG
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Private Wealth Management Group’s Caleres CAL Stock Holding History

Private Wealth Management Group’s Portfolio CAL Stock Details CAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-341
Closed -$4.15K – 1454
2025
Q4 		$4.15K Buy
+341
New +$4.2K ﹤0.01% 847

Other funds holding CAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Private Wealth Management Group's CAL Position: Q1 2026 in Review

Private Wealth Management Group sold out of Caleres (CAL) in Q1 2026, closing a stake of 341 shares — an estimated $4.15K sold.

Private Wealth Management Group first reported a position in CAL in Q4 2025 and held it in 1 quarter. The position peaked at $4.15K in Q4 2025. 165 funds tracked by Wall St. Rank hold CAL as of Q1 2026.

  • Private Wealth Management Group reported no remaining Caleres position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 341 Caleres shares in Q1 2026, an estimated $4.15K.
  • Private Wealth Management Group first reported a position in Caleres in Q4 2025 and held it in 1 quarter.
  • Private Wealth Management Group's Caleres position peaked at $4.15K in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Caleres as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.