CAPTRUST Financial Advisors
CALX icon

CAPTRUST Financial Advisors’s Calix CALX Stock Holding History

CAPTRUST Financial Advisors’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 		– Sell
-14,824
Closed -$726K – 3298
2026
Q1 		$726K Buy
+14,824
New +$778K ﹤0.01% 1784
2022
Q3 		– Sell
-847
Closed -$29K – 2358
2022
Q2 		$29K Buy
847
+204
+32% +$7.58K ﹤0.01% 3143
2022
Q1 		$28K Buy
643
+44
+7% +$2.23K ﹤0.01% 3188
2021
Q4 		$48K Sell
599
-39
-6% -$2.55K ﹤0.01% 2700
2021
Q3 		$32K Sell
638
-135
-17% -$6.23K ﹤0.01% 2859
2021
Q2 		$37K Buy
773
+42
+6% +$1.84K ﹤0.01% 2700
2021
Q1 		$25K Buy
+731
New +$27.1K ﹤0.01% 2856

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

CAPTRUST Financial Advisors's CALX Position: Q2 2026 in Review

CAPTRUST Financial Advisors sold out of Calix (CALX) in Q2 2026, closing a stake of 14,824 shares — an estimated $726K sold.

CAPTRUST Financial Advisors first reported a position in CALX in Q1 2021 and held it in 7 quarters. The position peaked at $726K in Q1 2026. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • CAPTRUST Financial Advisors reported no remaining Calix position as of Q2 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 14,824 Calix shares in Q2 2026, an estimated $726K.
  • CAPTRUST Financial Advisors first reported a position in Calix in Q1 2021 and held it in 7 quarters.
  • CAPTRUST Financial Advisors's Calix position peaked at $726K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.