JFG
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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
Q1 		– Sell
-5,613
Closed -$297K – 1787
2025
Q4 		$297K Buy
+5,613
New +$327K ﹤0.01% 1498
2025
Q3 		– Sell
-22,900
Closed -$1.22M – 1488
2025
Q2 		$1.22M Sell
22,900
-41,900
-65% -$1.79M 0.02% 664
2025
Q1 		$2.3M Sell
64,800
-2,600
-4% -$96.5K 0.04% 524
2024
Q4 		$2.35M Sell
67,400
-23,906
-26% -$842K 0.03% 618
2024
Q3 		$3.54M Buy
91,306
+25,406
+39% +$933K 0.06% 404
2024
Q2 		$2.33M Buy
+65,900
New +$2.12M 0.05% 500
2024
Q1 		– Sell
-23,591
Closed -$1.03M – 1653
2023
Q4 		$1.03M Buy
23,591
+18,546
+368% +$742K 0.02% 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 0.02% 878
2023
Q1 		$2.29M Buy
+42,668
New +$2.33M 0.05% 612

Other funds holding CALX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
CAM
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