SPIA
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Steward Partners Investment Advisory’s Cal-Maine CALM Stock Holding History

Steward Partners Investment Advisory’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 		$176K Buy
2,226
+317
+17% +$26K ﹤0.01% 2082
2025
Q4 		$152K Buy
1,909
+708
+59% +$62.2K ﹤0.01% 2077
2025
Q3 		$113K Buy
1,201
+1,101
+1,101% +$118K ﹤0.01% 2153
2025
Q2 		$9.96K Buy
+100
New +$9.56K ﹤0.01% 3218
2023
Q2 		– Sell
-2,200
Closed -$134K – 3329
2023
Q1 		$134K Buy
+2,200
New +$123K ﹤0.01% 1464
2022
Q1 		– Sell
-10
Closed – – 3291
2021
Q4 		$0 Sell
10
-34
-77% -$1.23K ﹤0.01% 3190
2021
Q3 		$2K Sell
44
-1,131
-96% -$40.3K ﹤0.01% 2970
2021
Q2 		$43K Buy
+1,175
New +$44K ﹤0.01% 3645

Other funds holding CALM

BlackRock
BlackRock New York $5.7T 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 $8.82B AUM 7.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return