Root Financial Partners
CALY icon

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
Q3 		$2.55K Buy
+181
New +$3.03K ﹤0.01% 2521
2026
Q2 		– Sell
-20
Closed -$278 – 2096
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

O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Harbour Capital Advisors
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

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

Root Financial Partners opened a new position in Callaway Golf Company (CALY) in Q3 2026: 181 shares worth $2.55K. The stake represents ﹤0.01% of the portfolio and ranks #2521 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CALY as recently as Q1 2026.

Root Financial Partners first reported a position in CALY in Q3 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold CALY as of Q3 2026.

  • Root Financial Partners held 181 shares of Callaway Golf Company worth $2.55K as of Q3 2026.
  • Callaway Golf Company was a new Root Financial Partners position in Q3 2026.
  • Callaway Golf Company made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2521 holding.
  • Root Financial Partners first reported a position in Callaway Golf Company in Q3 2025 and has held it in 4 quarters since.
  • 36 funds tracked by Wall St. Rank held Callaway Golf Company as of Q3 2026.

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