Sendero Wealth Management
CALM icon

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
Q3 		– Sell
-3,403
Closed -$274K – 212
2026
Q2 		$274K Hold
3,403
– – 0.03% 194
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Sendero Wealth Management's CALM Position: Q3 2026 in Review

Sendero Wealth Management sold out of Cal-Maine (CALM) in Q3 2026, closing a stake of 3,403 shares — an estimated $274K sold.

Sendero Wealth Management first reported a position in CALM in Q1 2025 and held it in 6 quarters. The position peaked at $320K in Q3 2025. 181 funds tracked by Wall St. Rank hold CALM as of Q3 2026.

  • Sendero Wealth Management reported no remaining Cal-Maine position as of Q3 2026 after selling out during the quarter.
  • Sendero Wealth Management sold 3,403 Cal-Maine shares in Q3 2026, an estimated $274K.
  • Sendero Wealth Management first reported a position in Cal-Maine in Q1 2025 and held it in 6 quarters.
  • Sendero Wealth Management's Cal-Maine position peaked at $320K in Q3 2025.
  • 181 funds tracked by Wall St. Rank held Cal-Maine as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.