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Financial Network Wealth Advisors’s Calix CALX Stock Holding History

Financial Network Wealth 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 		– Sell
-44
Closed -$2.16K – 864
2026
Q1 		$2.16K Hold
44
– – ﹤0.01% 655
2025
Q4 		$2.33K Sell
44
-10
-19% -$582 ﹤0.01% 648
2025
Q3 		$3.31K Sell
54
-2
-4% -$115 ﹤0.01% 583
2025
Q2 		$2.98K Hold
56
– – ﹤0.01% 579
2025
Q1 		$1.99K Buy
+56
New +$2.08K ﹤0.01% 591
2024
Q4 		– Sell
-78
Closed -$3.03K – 536
2024
Q3 		$3.03K Buy
78
+21
+37% +$772 ﹤0.01% 580
2024
Q2 		$2.02K Buy
+57
New +$1.83K ﹤0.01% 732

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

Financial Network Wealth Advisors's CALX Position: Q2 2026 in Review

Financial Network Wealth Advisors sold out of Calix (CALX) in Q2 2026, closing a stake of 44 shares — an estimated $2.16K sold.

Financial Network Wealth Advisors first reported a position in CALX in Q2 2024 and held it in 7 quarters. The position peaked at $3.31K in Q3 2025. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Financial Network Wealth Advisors reported no remaining Calix position as of Q2 2026 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 44 Calix shares in Q2 2026, an estimated $2.16K.
  • Financial Network Wealth Advisors first reported a position in Calix in Q2 2024 and held it in 7 quarters.
  • Financial Network Wealth Advisors's Calix position peaked at $3.31K in Q3 2025.
  • 285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.