Central Trust Company’s Calix CALX Stock Holding History

Central Trust Company’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	$1.08K	Sell	29 -24	-45%	-$1.01K	﹤0.01%	1472
2026 Q1	$2.6K	Hold	53	–	–	﹤0.01%	1344
2025 Q4	$2.81K	Buy	53 +17	+47%	+$990	﹤0.01%	1298
2025 Q3	$2.21K	Hold	36	–	–	﹤0.01%	1286
2025 Q2	$1.92K	Hold	36	–	–	﹤0.01%	1325
2025 Q1	$1.28K	Sell	36 -1	-3%	-$37	﹤0.01%	1358
2024 Q4	$1.29K	Buy	37 +1	+3%	+$35	﹤0.01%	1359
2024 Q3	$1.4K	Hold	36	–	–	﹤0.01%	1288
2024 Q2	$1.28K	Hold	36	–	–	﹤0.01%	1318
2024 Q1	$1.19K	Hold	36	–	–	﹤0.01%	1309
2023 Q4	$1.57K	Hold	36	–	–	﹤0.01%	1303
2023 Q3	$1.65K	Buy	+36	New	+$1.63K	﹤0.01%	1280

Other funds holding CALX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Central Trust Company's CALX Position: Q2 2026 in Review

Central Trust Company reduced its Calix (CALX) stake by 45% in Q2 2026, selling an estimated $1.01K and leaving 29 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

Central Trust Company first reported a position in CALX in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.81K in Q4 2025. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

Central Trust Company held 29 shares of Calix worth $1.08K as of Q2 2026.
Central Trust Company sold 24 Calix shares in Q2 2026, an estimated $1.01K.
Calix made up ﹤0.01% of Central Trust Company's portfolio in Q2 2026, its #1472 holding.
Central Trust Company first reported a position in Calix in Q3 2023 and has held it in 12 quarters since.
Central Trust Company's Calix position peaked at $2.81K in Q4 2025.
287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.