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Summit Global Investments’s Caledonia Mining Corp CMCL Stock Holding History

Summit Global Investments’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 		$305K Buy
13,514
+598
+5% +$16.7K 0.02% 415
2025
Q4 		$338K Sell
12,916
-398
-3% -$11.7K 0.02% 401
2025
Q3 		$482K Sell
13,314
-945
-7% -$24K 0.03% 308
2025
Q2 		$275K Sell
14,259
-1,218
-8% -$19.1K 0.02% 404
2025
Q1 		$193K Sell
15,477
-297
-2% -$3.05K 0.01% 417
2024
Q4 		$148K Buy
+15,774
New +$202K 0.01% 509

Other funds holding CMCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Summit Global Investments's CMCL Position: Q1 2026 in Review

Summit Global Investments increased its Caledonia Mining Corp (CMCL) stake by 4.6% in Q1 2026, buying an estimated $16.7K and bringing the position to 13,514 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #415.

Summit Global Investments first reported a position in CMCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $482K in Q3 2025. 151 funds tracked by Wall St. Rank hold CMCL as of Q1 2026.

  • Summit Global Investments held 13,514 shares of Caledonia Mining Corp worth $305K as of Q1 2026.
  • Summit Global Investments bought 598 Caledonia Mining Corp shares in Q1 2026, an estimated $16.7K.
  • Caledonia Mining Corp made up 0.02% of Summit Global Investments's portfolio in Q1 2026, its #415 holding.
  • Summit Global Investments first reported a position in Caledonia Mining Corp in Q4 2024 and has held it in 6 quarters since.
  • Summit Global Investments's Caledonia Mining Corp position peaked at $482K in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.