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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
Q2 		$6.09K Sell
319
-1
-0.3% -$23 ﹤0.01% 1016
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Strategic Wealth Partners's CMCL Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Caledonia Mining Corp (CMCL) stake by 0.31% in Q2 2026, selling an estimated $23 and leaving 319 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Strategic Wealth Partners first reported a position in CMCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.37K in Q4 2025. 133 funds tracked by Wall St. Rank hold CMCL as of Q2 2026.

  • Strategic Wealth Partners held 319 shares of Caledonia Mining Corp worth $6.09K as of Q2 2026.
  • Strategic Wealth Partners sold 1 Caledonia Mining Corp share in Q2 2026, an estimated $23.
  • Caledonia Mining Corp made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1016 holding.
  • Strategic Wealth Partners first reported a position in Caledonia Mining Corp in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Caledonia Mining Corp position peaked at $8.37K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.