RFP
CALY

Root Financial Partners’s Callaway Golf Company CALY Stock Holding History

Root Financial Partners’s Portfolio CALY Stock Details CALY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$278 Buy
20
+14
+233% +$196 ﹤0.01% 3067
2025
Q4 		$70 Hold
6
– – ﹤0.01% 2358
2025
Q3 		$57 Buy
+6
New +$56 ﹤0.01% 2264

Other funds holding CALY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Root Financial Partners's CALY Position: Q1 2026 in Review

Root Financial Partners increased its Callaway Golf Company (CALY) stake by 233% in Q1 2026, buying an estimated $196 and bringing the position to 20 shares worth $278. The position accounts for ﹤0.01% of the portfolio, ranked #3067.

Root Financial Partners first reported a position in CALY in Q3 2025 and has held it in 3 quarters since. 302 funds tracked by Wall St. Rank hold CALY as of Q1 2026.

  • Root Financial Partners held 20 shares of Callaway Golf Company worth $278 as of Q1 2026.
  • Root Financial Partners bought 14 Callaway Golf Company shares in Q1 2026, an estimated $196.
  • Callaway Golf Company made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3067 holding.
  • Root Financial Partners first reported a position in Callaway Golf Company in Q3 2025 and has held it in 3 quarters since.
  • 302 funds tracked by Wall St. Rank held Callaway Golf Company as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.