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Jefferies Financial Group’s Calix CALX Stock Holding History

Jefferies Financial Group’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 		$1.13M Buy
+30,400
New +$1.28M 0.01% 917
2026
Q1 		– Sell
-5,613
Closed -$297K – 1782
2025
Q4 		$297K Buy
+5,613
New +$327K ﹤0.01% 1498
2025
Q3 		– Sell
-22,900
Closed -$1.22M – 1482
2025
Q2 		$1.22M Sell
22,900
-41,900
-65% -$1.79M 0.01% 664
2025
Q1 		$2.3M Sell
64,800
-2,600
-4% -$96.5K 0.02% 524
2024
Q4 		$2.35M Sell
67,400
-23,906
-26% -$842K 0.01% 618
2024
Q3 		$3.54M Buy
91,306
+25,406
+39% +$933K 0.03% 404
2024
Q2 		$2.33M Buy
+65,900
New +$2.12M 0.02% 500
2024
Q1 		– Sell
-23,591
Closed -$1.03M – 1645
2023
Q4 		$1.03M Buy
23,591
+18,546
+368% +$742K 0.01% 939
2023
Q3 		$231K Sell
5,045
-16,705
-77% -$756K ﹤0.01% 1300
2023
Q2 		$1.09M Sell
21,750
-20,918
-49% -$1.01M 0.01% 878
2023
Q1 		$2.29M Buy
+42,668
New +$2.33M 0.02% 612

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 $3.38T AUM 44.17% 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 40.89% 1-Year Est. Return

Jefferies Financial Group's CALX Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in Calix (CALX) in Q2 2026: 30,400 shares worth $1.13M. The stake represents 0.01% of the portfolio and ranks #917 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in CALX as recently as Q4 2025.

Jefferies Financial Group first reported a position in CALX in Q1 2023 and has held it in 11 quarters since. The position peaked at $3.54M in Q3 2024. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Jefferies Financial Group held 30,400 shares of Calix worth $1.13M as of Q2 2026.
  • Calix was a new Jefferies Financial Group position in Q2 2026.
  • Calix made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #917 holding.
  • Jefferies Financial Group first reported a position in Calix in Q1 2023 and has held it in 11 quarters since.
  • Jefferies Financial Group's Calix position peaked at $3.54M in Q3 2024.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.