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Strategic Wealth Partners’s Caledonia Mining Corp CMCL Stock Holding History

Strategic Wealth 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
Q1 		$7.23K Hold
320
– – ﹤0.01% 962
2025
Q4 		$8.37K Buy
+320
New +$9.41K ﹤0.01% 931

Other funds holding CMCL

BlackRock
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Strategic Wealth Partners's CMCL Position: Q1 2026 in Review

Strategic Wealth Partners held its Caledonia Mining Corp (CMCL) position steady in Q1 2026 at 320 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Strategic Wealth Partners first reported a position in CMCL in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.37K in Q4 2025. 151 funds tracked by Wall St. Rank hold CMCL as of Q1 2026.

  • Strategic Wealth Partners held 320 shares of Caledonia Mining Corp worth $7.23K as of Q1 2026.
  • Strategic Wealth Partners left its Caledonia Mining Corp share count unchanged in Q1 2026.
  • Caledonia Mining Corp made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #962 holding.
  • Strategic Wealth Partners first reported a position in Caledonia Mining Corp in Q4 2025 and has held it in 2 quarters since.
  • Strategic Wealth Partners's Caledonia Mining Corp position peaked at $8.37K in Q4 2025.
  • 151 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.