AF
CALX icon

Allworth Financial’s Calix CALX Stock Holding History

Allworth Financial’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 		$13.4K Buy
359
+79
+28% +$3.31K ﹤0.01% 3517
2026
Q1 		$13.7K Sell
280
-6
-2% -$315 ﹤0.01% 3269
2025
Q4 		$15.1K Sell
286
-2
-0.7% -$116 ﹤0.01% 2987
2025
Q3 		$17.7K Buy
288
+21
+8% +$1.21K ﹤0.01% 2778
2025
Q2 		$14.2K Buy
267
+42
+19% +$1.8K ﹤0.01% 2724
2025
Q1 		$8.79K Sell
225
-4
-2% -$148 ﹤0.01% 2479
2024
Q4 		$8.89K Sell
229
-1
-0.4% -$35 ﹤0.01% 2482
2024
Q3 		$8.92K Buy
230
+1
+0.4% +$37 ﹤0.01% 2317
2024
Q2 		$8.33K Buy
229
+3
+1% +$97 ﹤0.01% 2299
2024
Q1 		$7.5K Buy
226
+6
+3% +$224 ﹤0.01% 2229
2023
Q4 		$9.61K Buy
220
+179
+437% +$7.16K ﹤0.01% 1993
2023
Q3 		$1.88K Buy
41
+34
+486% +$1.54K ﹤0.01% 2571
2023
Q2 		$350 Buy
+7
New +$337 ﹤0.01% 2970
2023
Q1 		– Sell
-16
Closed -$1.09K – 3203
2022
Q4 		$1.09K Buy
16
+14
+700% +$941 ﹤0.01% 2443
2022
Q3 		$0 Buy
+2
New +$107 ﹤0.01% 2692

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

Allworth Financial's CALX Position: Q2 2026 in Review

Allworth Financial increased its Calix (CALX) stake by 28% in Q2 2026, buying an estimated $3.31K and bringing the position to 359 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3517.

Allworth Financial first reported a position in CALX in Q3 2022 and has held it in 15 quarters since. The position peaked at $17.7K in Q3 2025. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Allworth Financial held 359 shares of Calix worth $13.4K as of Q2 2026.
  • Allworth Financial bought 79 Calix shares in Q2 2026, an estimated $3.31K.
  • Calix made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3517 holding.
  • Allworth Financial first reported a position in Calix in Q3 2022 and has held it in 15 quarters since.
  • Allworth Financial's Calix position peaked at $17.7K in Q3 2025.
  • 285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.