SWM
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Sendero Wealth Management’s Cal-Maine CALM Stock Holding History

Sendero Wealth Management’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
Q1 		$269K Buy
3,403
+5
+0.1% +$411 0.03% 186
2025
Q4 		$270K Hold
3,398
– – 0.03% 183
2025
Q3 		$320K Buy
3,398
+1,186
+54% +$127K 0.04% 168
2025
Q2 		$220K Sell
2,212
-43
-2% -$4.11K 0.03% 183
2025
Q1 		$205K Buy
+2,255
New +$223K 0.03% 179

Other funds holding CALM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sendero Wealth Management's CALM Position: Q1 2026 in Review

Sendero Wealth Management increased its Cal-Maine (CALM) stake by 0.15% in Q1 2026, buying an estimated $411 and bringing the position to 3,403 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #186.

Sendero Wealth Management first reported a position in CALM in Q1 2025 and has held it in 5 quarters since. The position peaked at $320K in Q3 2025. 463 funds tracked by Wall St. Rank hold CALM as of Q1 2026.

  • Sendero Wealth Management held 3,403 shares of Cal-Maine worth $269K as of Q1 2026.
  • Sendero Wealth Management bought 5 Cal-Maine shares in Q1 2026, an estimated $411.
  • Cal-Maine made up 0.03% of Sendero Wealth Management's portfolio in Q1 2026, its #186 holding.
  • Sendero Wealth Management first reported a position in Cal-Maine in Q1 2025 and has held it in 5 quarters since.
  • Sendero Wealth Management's Cal-Maine position peaked at $320K in Q3 2025.
  • 463 funds tracked by Wall St. Rank held Cal-Maine as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.