Root Financial Partners
CALM icon

Root Financial Partners’s Cal-Maine CALM Stock Holding History

Root Financial Partners’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
Q3 		$9.05K Buy
+133
New +$10.8K ﹤0.01% 1963
2026
Q2 		– Sell
-143
Closed -$11.3K – 853
2026
Q1 		$11.3K Buy
143
+46
+47% +$3.78K ﹤0.01% 1622
2025
Q4 		$7.72K Sell
97
-8
-8% -$703 ﹤0.01% 1616
2025
Q3 		$9.9K Buy
+105
New +$11.2K ﹤0.01% 1452

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Root Financial Partners's CALM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Cal-Maine (CALM) in Q3 2026: 133 shares worth $9.05K. The stake represents ﹤0.01% of the portfolio and ranks #1963 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CALM as recently as Q1 2026.

Root Financial Partners first reported a position in CALM in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.3K in Q1 2026. 323 funds tracked by Wall St. Rank hold CALM as of Q3 2026.

  • Root Financial Partners held 133 shares of Cal-Maine worth $9.05K as of Q3 2026.
  • Cal-Maine was a new Root Financial Partners position in Q3 2026.
  • Cal-Maine made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1963 holding.
  • Root Financial Partners first reported a position in Cal-Maine in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Cal-Maine position peaked at $11.3K in Q1 2026.
  • 323 funds tracked by Wall St. Rank held Cal-Maine as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.