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Action Point Financial Planning’s Calix CALX Stock Holding History

Action Point Financial Planning’s Portfolio CALX Stock Details CALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$336 Buy
+10
New +$420 ﹤0.01% 2671

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Action Point Financial Planning's CALX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Calix (CALX) in Q2 2026: 10 shares worth $336. The stake represents ﹤0.01% of the portfolio and ranks #2671 among its holdings.

285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Action Point Financial Planning held 10 shares of Calix worth $336 as of Q2 2026.
  • Calix was a new Action Point Financial Planning position in Q2 2026.
  • Calix made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2671 holding.
  • 285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.