CFD
CALX icon

Creative Financial Designs’s Calix CALX Stock Holding History

Creative Financial Designs’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 		$858 Hold
23
– – ﹤0.01% 2057
2026
Q1 		$1.13K Hold
23
– – ﹤0.01% 1877
2025
Q4 		$1.22K Hold
23
– – ﹤0.01% 1764
2025
Q3 		$1.41K Hold
23
– – ﹤0.01% 1752
2025
Q2 		$1.22K Hold
23
– – ﹤0.01% 1750
2025
Q1 		$815 Sell
23
-22
-49% -$816 ﹤0.01% 1827
2024
Q4 		$1.57K Buy
+45
New +$1.58K ﹤0.01% 1631

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

Creative Financial Designs's CALX Position: Q2 2026 in Review

Creative Financial Designs held its Calix (CALX) position steady in Q2 2026 at 23 shares worth $858. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

Creative Financial Designs first reported a position in CALX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.57K in Q4 2024. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Creative Financial Designs held 23 shares of Calix worth $858 as of Q2 2026.
  • Creative Financial Designs left its Calix share count unchanged in Q2 2026.
  • Calix made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2057 holding.
  • Creative Financial Designs first reported a position in Calix in Q4 2024 and has held it in 7 quarters since.
  • Creative Financial Designs's Calix position peaked at $1.57K in Q4 2024.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.