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
Q3 		$16.7K Buy
486
+356
+274% +$13.3K ﹤0.01% 4281
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

CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Farther Finance Advisors's CALX Position: Q3 2026 in Review

Farther Finance Advisors increased its Calix (CALX) stake by 274% in Q3 2026, buying an estimated $13.3K and bringing the position to 486 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4281.

Farther Finance Advisors first reported a position in CALX in Q4 2022 and has held it in 16 quarters since. The position peaked at $68.4K in Q3 2024. 8 funds tracked by Wall St. Rank hold CALX as of Q3 2026.

  • Farther Finance Advisors held 486 shares of Calix worth $16.7K as of Q3 2026.
  • Farther Finance Advisors bought 356 Calix shares in Q3 2026, an estimated $13.3K.
  • Calix made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4281 holding.
  • Farther Finance Advisors first reported a position in Calix in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Calix position peaked at $68.4K in Q3 2024.
  • 8 funds tracked by Wall St. Rank held Calix as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.