Hancock Whitney’s Calix CALX Stock Holding History

Hancock Whitney’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 Q1	$206K	Buy	4,725 +299	+7%	+$15.7K	﹤0.01%	741
2025 Q4	$234K	Sell	4,426 -253	-5%	-$14.7K	﹤0.01%	723
2025 Q3	$287K	Buy	+4,679	New	+$269K	0.01%	679
2024 Q1	–	Sell	-4,716	Closed	-$206K	–	643
2023 Q4	$206K	Sell	4,716 -333	-7%	-$13.3K	0.01%	614
2023 Q3	$231K	Sell	5,049 -152	-3%	-$6.88K	0.01%	573
2023 Q2	$260K	Sell	5,201 -2,229	-30%	-$107K	0.01%	563
2023 Q1	$398K	Sell	7,430 -936	-11%	-$51K	0.02%	476
2022 Q4	$572K	Sell	8,366 -41	-0.5%	-$2.76K	0.02%	406
2022 Q3	$514K	Buy	8,407 +237	+3%	+$12.7K	0.02%	412
2022 Q2	$279K	Sell	8,170 -534	-6%	-$19.8K	0.01%	568
2022 Q1	$373K	Sell	8,704 -1,631	-16%	-$82.5K	0.01%	534
2021 Q4	$826K	Sell	10,335 -518	-5%	-$33.8K	0.03%	368
2021 Q3	$536K	Sell	10,853 -2,688	-20%	-$124K	0.02%	455
2021 Q2	$643K	Buy	+13,541	New	+$595K	0.02%	495

Other funds holding CALX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Westfield Capital Management

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return