BOK Financial’s Calix CALX Stock Holding History

BOK 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
2025 Q3	–	Sell	-8	Closed	-$426	–	1097
2025 Q2	$426	Hold	8	–	–	﹤0.01%	1122
2025 Q1	$284	Hold	8	–	–	﹤0.01%	1254
2024 Q4	$290	Buy	+8	New	+$282	﹤0.01%	1266

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

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

CAM

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BOK Financial's CALX Position: Q3 2025 in Review

BOK Financial sold out of Calix (CALX) in Q3 2025, closing a stake of 8 shares — an estimated $426 sold.

BOK Financial first reported a position in CALX in Q4 2024 and held it in 3 quarters. The position peaked at $426 in Q2 2025. 313 funds tracked by Wall St. Rank hold CALX as of Q3 2025.

BOK Financial reported no remaining Calix position as of Q3 2025 after selling out during the quarter.
BOK Financial sold 8 Calix shares in Q3 2025, an estimated $426.
BOK Financial first reported a position in Calix in Q4 2024 and held it in 3 quarters.
BOK Financial's Calix position peaked at $426 in Q2 2025.
313 funds tracked by Wall St. Rank held Calix as of Q3 2025.

Based on BOK Financial's 13F filing for Q3 2025, filed 13 Nov 2025.