Root Financial Partners’s Caledonia Mining Corp CMCL Stock Holding History

Root Financial Partners’s Portfolio CMCL Stock Details CMCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.06K	Buy	+130	New	+$2.86K	﹤0.01%	2434

Other funds holding CMCL

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Owl Creek Wealth Partners Denver, Colorado $355M AUM

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

Root Financial Partners opened a new position in Caledonia Mining Corp (CMCL) in Q3 2026: 130 shares worth $3.06K. The stake represents ﹤0.01% of the portfolio and ranks #2434 among its holdings.

14 funds tracked by Wall St. Rank hold CMCL as of Q3 2026.

Root Financial Partners held 130 shares of Caledonia Mining Corp worth $3.06K as of Q3 2026.
Caledonia Mining Corp was a new Root Financial Partners position in Q3 2026.
Caledonia Mining Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2434 holding.
14 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q3 2026.

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