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BFC Planning, Inc.’s Calix CALX Stock Holding History

BFC Planning, Inc.’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 		$6.12K Hold
178
– – ﹤0.01% 2593
2026
Q2 		$6.64K Hold
178
– – ﹤0.01% 2564
2026
Q1 		$8.72K Hold
178
– – ﹤0.01% 2097
2025
Q4 		$9.42K Hold
178
– – ﹤0.01% 2104
2025
Q3 		$10.9K Buy
+178
New +$10.3K ﹤0.01% 1876

Other funds holding CALX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Paradigm Capital Management Inc
Paradigm Capital Management Inc Albany, New York $3.17B AUM 63.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Trigran Investments
Trigran Investments Northbrook, Illinois $529M AUM 34.08% 1-Year Est. Return

BFC Planning, Inc.'s CALX Position: Q3 2026 in Review

BFC Planning, Inc. held its Calix (CALX) position steady in Q3 2026 at 178 shares worth $6.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2593.

BFC Planning, Inc. first reported a position in CALX in Q3 2025 and has held it in 5 quarters since. The position peaked at $10.9K in Q3 2025. 216 funds tracked by Wall St. Rank hold CALX as of Q3 2026.

  • BFC Planning, Inc. held 178 shares of Calix worth $6.12K as of Q3 2026.
  • BFC Planning, Inc. left its Calix share count unchanged in Q3 2026.
  • Calix made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2593 holding.
  • BFC Planning, Inc. first reported a position in Calix in Q3 2025 and has held it in 5 quarters since.
  • BFC Planning, Inc.'s Calix position peaked at $10.9K in Q3 2025.
  • 216 funds tracked by Wall St. Rank held Calix as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.