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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sendero Wealth Management's CALM Position: Q2 2026 in Review

Sendero Wealth Management held its Cal-Maine (CALM) position steady in Q2 2026 at 3,403 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #194.

Sendero Wealth Management first reported a position in CALM in Q1 2025 and has held it in 6 quarters since. The position peaked at $320K in Q3 2025. 456 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

  • Sendero Wealth Management held 3,403 shares of Cal-Maine worth $274K as of Q2 2026.
  • Sendero Wealth Management left its Cal-Maine share count unchanged in Q2 2026.
  • Cal-Maine made up 0.03% of Sendero Wealth Management's portfolio in Q2 2026, its #194 holding.
  • Sendero Wealth Management first reported a position in Cal-Maine in Q1 2025 and has held it in 6 quarters since.
  • Sendero Wealth Management's Cal-Maine position peaked at $320K in Q3 2025.
  • 456 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.