UCFA
CALY

United Capital Financial Advisors’s Callaway Golf Company CALY Stock Holding History

United Capital Financial Advisors’s Portfolio CALY Stock Details CALY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$180K Buy
+12,970
New +$182K ﹤0.01% 1563
2020
Q3 		– Sell
-40,735
Closed -$713K – 1205
2020
Q2 		$713K Buy
+40,735
New +$566K 0.01% 756

Other funds holding CALY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

United Capital Financial Advisors's CALY Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in Callaway Golf Company (CALY) in Q1 2026: 12,970 shares worth $180K. The stake represents ﹤0.01% of the portfolio and ranks #1563 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in CALY as recently as Q2 2020.

United Capital Financial Advisors first reported a position in CALY in Q2 2020 and has held it in 2 quarters since. The position peaked at $713K in Q2 2020. 302 funds tracked by Wall St. Rank hold CALY as of Q1 2026.

  • United Capital Financial Advisors held 12,970 shares of Callaway Golf Company worth $180K as of Q1 2026.
  • Callaway Golf Company was a new United Capital Financial Advisors position in Q1 2026.
  • Callaway Golf Company made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1563 holding.
  • United Capital Financial Advisors first reported a position in Callaway Golf Company in Q2 2020 and has held it in 2 quarters since.
  • United Capital Financial Advisors's Callaway Golf Company position peaked at $713K in Q2 2020.
  • 302 funds tracked by Wall St. Rank held Callaway Golf Company as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.