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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
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 		$9.88K Buy
+105
New +$11.2K ﹤0.01% 1452

Other funds holding CALM

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
DIS
Diversified Investment Strategies Baton Rouge, Louisiana $155M AUM 21.54% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Root Financial Partners's CALM Position: Q2 2026 in Review

Root Financial Partners sold out of Cal-Maine (CALM) in Q2 2026, closing a stake of 143 shares — an estimated $11.3K sold.

Root Financial Partners first reported a position in CALM in Q3 2025 and held it in 3 quarters. The position peaked at $11.3K in Q1 2026. 120 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

  • Root Financial Partners reported no remaining Cal-Maine position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 143 Cal-Maine shares in Q2 2026, an estimated $11.3K.
  • Root Financial Partners first reported a position in Cal-Maine in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Cal-Maine position peaked at $11.3K in Q1 2026.
  • 120 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.