Atlantic Union Bankshares’s Calix CALX Stock Holding History

Atlantic Union Bankshares’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
2025 Q4	–	Sell	-10	Closed	-$614	–	1709
2025 Q3	$614	Buy	+10	New	+$576	﹤0.01%	1560

Other funds holding CALX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Atlantic Union Bankshares's CALX Position: Q4 2025 in Review

Atlantic Union Bankshares sold out of Calix (CALX) in Q4 2025, closing a stake of 10 shares — an estimated $614 sold.

Atlantic Union Bankshares first reported a position in CALX in Q3 2025 and held it in 1 quarter. The position peaked at $614 in Q3 2025. 331 funds tracked by Wall St. Rank hold CALX as of Q4 2025.

Atlantic Union Bankshares reported no remaining Calix position as of Q4 2025 after selling out during the quarter.
Atlantic Union Bankshares sold 10 Calix shares in Q4 2025, an estimated $614.
Atlantic Union Bankshares first reported a position in Calix in Q3 2025 and held it in 1 quarter.
Atlantic Union Bankshares's Calix position peaked at $614 in Q3 2025.
331 funds tracked by Wall St. Rank held Calix as of Q4 2025.

Based on Atlantic Union Bankshares's 13F filing for Q4 2025, filed 4 Feb 2026.