Financial Consulate’s Calix CALX Stock Holding History

Financial Consulate’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	$241	Buy	+7	New	+$261	﹤0.01%	1642

Other funds holding CALX

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Jackson Square Capital San Francisco, California $667M AUM 118.76% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Financial Consulate's CALX Position: Q3 2026 in Review

Financial Consulate opened a new position in Calix (CALX) in Q3 2026: 7 shares worth $241. The stake represents ﹤0.01% of the portfolio and ranks #1642 among its holdings.

44 funds tracked by Wall St. Rank hold CALX as of Q3 2026.

Financial Consulate held 7 shares of Calix worth $241 as of Q3 2026.
Calix was a new Financial Consulate position in Q3 2026.
Calix made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1642 holding.
44 funds tracked by Wall St. Rank held Calix as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.