CIBC Private Wealth Group
CALX icon

CIBC Private Wealth Group’s Calix CALX Stock Holding History

CIBC Private Wealth Group’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 		$741 Sell
14
-150
-91% -$8.74K ﹤0.01% 2969
2025
Q3 		$10.1K Buy
+164
New +$9.45K ﹤0.01% 2383
2025
Q1 		– Sell
-35
Closed -$1.34K – 3115
2024
Q4 		$1.34K Hold
35
– – ﹤0.01% 2758
2024
Q3 		$1.36K Hold
35
– – ﹤0.01% 2871
2024
Q2 		$1.21K Sell
35
-758
-96% -$24.4K ﹤0.01% 2859
2024
Q1 		$25.7K Buy
+793
New +$29.6K ﹤0.01% 1949

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CIBC Private Wealth Group's CALX Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Calix (CALX) stake by 91% in Q4 2025, selling an estimated $8.74K and leaving 14 shares worth $741. The position accounts for ﹤0.01% of the portfolio, ranked #2969.

CIBC Private Wealth Group first reported a position in CALX in Q1 2024 and has held it in 6 quarters since. The position peaked at $25.7K in Q1 2024. 331 funds tracked by Wall St. Rank hold CALX as of Q4 2025.

  • CIBC Private Wealth Group held 14 shares of Calix worth $741 as of Q4 2025.
  • CIBC Private Wealth Group sold 150 Calix shares in Q4 2025, an estimated $8.74K.
  • Calix made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2969 holding.
  • CIBC Private Wealth Group first reported a position in Calix in Q1 2024 and has held it in 6 quarters since.
  • CIBC Private Wealth Group's Calix position peaked at $25.7K in Q1 2024.
  • 331 funds tracked by Wall St. Rank held Calix as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.