FFA
CALX icon

Farther Finance Advisors’s Calix CALX Stock Holding History

Farther Finance 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 		$4.84K Sell
130
-304
-70% -$12.8K ﹤0.01% 4822
2026
Q1 		$20.3K Sell
434
-117
-21% -$6.14K ﹤0.01% 3646
2025
Q4 		$29.2K Buy
551
+213
+63% +$12.4K ﹤0.01% 3170
2025
Q3 		$20.7K Buy
338
+255
+307% +$14.7K ﹤0.01% 3018
2025
Q2 		$4.42K Buy
83
+17
+26% +$727 ﹤0.01% 3409
2025
Q1 		$2.32K Sell
66
-1,478
-96% -$54.8K ﹤0.01% 3330
2024
Q4 		$53.8K Sell
1,544
-219
-12% -$7.71K ﹤0.01% 1625
2024
Q3 		$68.4K Buy
1,763
+522
+42% +$19.2K ﹤0.01% 1482
2024
Q2 		$43.2K Buy
1,241
+1,210
+3,903% +$39K ﹤0.01% 1480
2024
Q1 		$1K Sell
31
-11
-26% -$410 ﹤0.01% 2769
2023
Q4 		$1.83K Buy
42
+4
+11% +$160 ﹤0.01% 2463
2023
Q3 		$1.74K Hold
38
– – ﹤0.01% 1908
2023
Q2 		$1.9K Hold
38
– – ﹤0.01% 1773
2023
Q1 		$2.04K Hold
38
– – ﹤0.01% 1645
2022
Q4 		$2.6K Buy
+38
New +$2.55K ﹤0.01% 1362

Other funds holding CALX

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Farther Finance Advisors's CALX Position: Q2 2026 in Review

Farther Finance Advisors reduced its Calix (CALX) stake by 70% in Q2 2026, selling an estimated $12.8K and leaving 130 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #4822.

Farther Finance Advisors first reported a position in CALX in Q4 2022 and has held it in 15 quarters since. The position peaked at $68.4K in Q3 2024. 31 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Farther Finance Advisors held 130 shares of Calix worth $4.84K as of Q2 2026.
  • Farther Finance Advisors sold 304 Calix shares in Q2 2026, an estimated $12.8K.
  • Calix made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4822 holding.
  • Farther Finance Advisors first reported a position in Calix in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Calix position peaked at $68.4K in Q3 2024.
  • 31 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.