Amalgamated Bank
CALX icon

Amalgamated Bank’s Calix CALX Stock Holding History

Amalgamated Bank’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
Q3 		$512K Sell
14,907
-717
-5% -$26.7K ﹤0.01% 1334
2026
Q2 		$583K Sell
15,624
-1,739
-10% -$73K ﹤0.01% 1310
2026
Q1 		$851K Sell
17,363
-166
-0.9% -$8.71K 0.01% 1126
2025
Q4 		$928K Buy
17,529
+611
+4% +$35.6K 0.01% 1099
2025
Q3 		$1.04M Buy
16,918
+400
+2% +$23K 0.01% 1053
2025
Q2 		$879K Sell
16,518
-376
-2% -$16.1K 0.01% 1090
2025
Q1 		$599K Sell
16,894
-372
-2% -$13.8K 0.01% 1192
2024
Q4 		$602K Hold
17,266
– – ﹤0.01% 1238
2024
Q3 		$670K Sell
17,266
-576
-3% -$21.2K 0.01% 1199
2024
Q2 		$632K Sell
17,842
-705
-4% -$22.7K 0.01% 1209
2024
Q1 		$615K Sell
18,547
-18,511
-50% -$690K 0.01% 1232
2023
Q4 		$1.62M Buy
37,058
+568
+2% +$22.7K 0.01% 986
2023
Q3 		$1.67M Sell
36,490
-1,338
-4% -$60.6K 0.01% 937
2023
Q2 		$1.89M Buy
37,828
+99
+0.3% +$4.77K 0.02% 914
2023
Q1 		$2.02M Sell
37,729
-2,188
-5% -$119K 0.02% 856
2022
Q4 		$2.73M Buy
39,917
+884
+2% +$59.4K 0.02% 777
2022
Q3 		$2.39M Buy
39,033
+1,485
+4% +$79.4K 0.02% 762
2022
Q2 		$1.28M Buy
37,548
+632
+2% +$23.5K 0.01% 1052
2022
Q1 		$1.58M Buy
36,916
+27,643
+298% +$1.4M 0.01% 1019
2021
Q4 		$742K Sell
9,273
-91
-1% -$5.94K 0.01% 1382
2021
Q3 		$463K Sell
9,364
-500
-5% -$23.1K ﹤0.01% 1619
2021
Q2 		$469K Buy
9,864
+2,372
+32% +$104K ﹤0.01% 1676
2021
Q1 		$260K Sell
7,492
-729
-9% -$27K 0.01% 1338
2020
Q4 		$245K Buy
+8,221
New +$203K 0.01% 1335

Other funds holding CALX

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
Marathon Capital Management
Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Jackson Square Capital
Jackson Square Capital San Francisco, California $667M AUM 118.76% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Amalgamated Bank's CALX Position: Q3 2026 in Review

Amalgamated Bank reduced its Calix (CALX) stake by 4.6% in Q3 2026, selling an estimated $26.7K and leaving 14,907 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Amalgamated Bank first reported a position in CALX in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.73M in Q4 2022. 44 funds tracked by Wall St. Rank hold CALX as of Q3 2026.

  • Amalgamated Bank held 14,907 shares of Calix worth $512K as of Q3 2026.
  • Amalgamated Bank sold 717 Calix shares in Q3 2026, an estimated $26.7K.
  • Calix made up ﹤0.01% of Amalgamated Bank's portfolio in Q3 2026, its #1334 holding.
  • Amalgamated Bank first reported a position in Calix in Q4 2020 and has held it in 24 quarters since.
  • Amalgamated Bank's Calix position peaked at $2.73M in Q4 2022.
  • 44 funds tracked by Wall St. Rank held Calix as of Q3 2026.

Based on Amalgamated Bank's 13F filing for Q3 2026, filed 23 Oct 2026.