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 Q2	$258K	Hold	13,514	–	–	0.01%	483
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Global Investments's CMCL Position: Q2 2026 in Review

Summit Global Investments held its Caledonia Mining Corp (CMCL) position steady in Q2 2026 at 13,514 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #483.

Summit Global Investments first reported a position in CMCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $482K in Q3 2025. 133 funds tracked by Wall St. Rank hold CMCL as of Q2 2026.

Summit Global Investments held 13,514 shares of Caledonia Mining Corp worth $258K as of Q2 2026.
Summit Global Investments left its Caledonia Mining Corp share count unchanged in Q2 2026.
Caledonia Mining Corp made up 0.01% of Summit Global Investments's portfolio in Q2 2026, its #483 holding.
Summit Global Investments first reported a position in Caledonia Mining Corp in Q4 2024 and has held it in 7 quarters since.
Summit Global Investments's Caledonia Mining Corp position peaked at $482K in Q3 2025.
133 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.