BFS
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Bare Financial Services’s Calix CALX Stock Holding History

Bare Financial Services’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 		$4.4K Buy
118
+16
+16% +$671 ﹤0.01% 902
2026
Q1 		$5K Buy
102
+22
+28% +$1.16K ﹤0.01% 644
2025
Q4 		$4.23K Hold
80
– – ﹤0.01% 595
2025
Q3 		$4.91K Buy
80
+53
+196% +$3.05K ﹤0.01% 544
2025
Q2 		$1.44K Buy
27
+10
+59% +$428 ﹤0.01% 804
2025
Q1 		$602 Buy
+17
New +$631 ﹤0.01% 712

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

Bare Financial Services's CALX Position: Q2 2026 in Review

Bare Financial Services increased its Calix (CALX) stake by 16% in Q2 2026, buying an estimated $671 and bringing the position to 118 shares worth $4.4K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Bare Financial Services first reported a position in CALX in Q1 2025 and has held it in 6 quarters since. The position peaked at $5K in Q1 2026. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Bare Financial Services held 118 shares of Calix worth $4.4K as of Q2 2026.
  • Bare Financial Services bought 16 Calix shares in Q2 2026, an estimated $671.
  • Calix made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #902 holding.
  • Bare Financial Services first reported a position in Calix in Q1 2025 and has held it in 6 quarters since.
  • Bare Financial Services's Calix position peaked at $5K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.