CGH
CALX icon

Crossmark Global Holdings’s Calix CALX Stock Holding History

Crossmark Global Holdings’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
-4,327
Closed -$212K – 1271
2026
Q1 		$212K Hold
4,327
– – ﹤0.01% 1180
2025
Q4 		$229K Hold
4,327
– – ﹤0.01% 1135
2025
Q3 		$266K Hold
4,327
– – ﹤0.01% 1141
2025
Q2 		$230K Buy
+4,327
New +$185K ﹤0.01% 1209
2023
Q3 		– Sell
-4,545
Closed -$201K – 1270
2023
Q2 		$201K Sell
4,545
-221
-5% -$10.7K ﹤0.01% 1251
2023
Q1 		$256K Buy
4,766
+90
+2% +$4.91K 0.01% 1113
2022
Q4 		$320K Buy
4,676
+26
+0.6% +$1.75K 0.01% 992
2022
Q3 		$284K Buy
+4,650
New +$249K 0.01% 1016

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

Crossmark Global Holdings's CALX Position: Q2 2026 in Review

Crossmark Global Holdings sold out of Calix (CALX) in Q2 2026, closing a stake of 4,327 shares — an estimated $212K sold.

Crossmark Global Holdings first reported a position in CALX in Q3 2022 and held it in 8 quarters. The position peaked at $320K in Q4 2022. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Crossmark Global Holdings reported no remaining Calix position as of Q2 2026 after selling out during the quarter.
  • Crossmark Global Holdings sold 4,327 Calix shares in Q2 2026, an estimated $212K.
  • Crossmark Global Holdings first reported a position in Calix in Q3 2022 and held it in 8 quarters.
  • Crossmark Global Holdings's Calix position peaked at $320K in Q4 2022.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.