JFS Wealth Advisors’s Calix CALX Stock Holding History

JFS 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	$747	Buy	20 +18	+900%	+$755	﹤0.01%	1878
2026 Q1	$98	Sell	2 -7	-78%	-$367	﹤0.01%	1847
2025 Q4	$477	Hold	9	–	–	﹤0.01%	1810
2025 Q3	$553	Hold	9	–	–	﹤0.01%	1743
2025 Q2	$479	Sell	9 -20	-69%	-$855	﹤0.01%	1702
2025 Q1	$1.03K	Hold	29	–	–	﹤0.01%	1640
2024 Q4	$1.01K	Buy	29 +10	+53%	+$352	﹤0.01%	1670
2024 Q3	$738	Buy	19 +1	+6%	+$37	﹤0.01%	1744
2024 Q2	$638	Hold	18	–	–	﹤0.01%	1767
2024 Q1	$597	Sell	18 -9	-33%	-$335	﹤0.01%	1756
2023 Q4	$1.18K	Buy	27 +2	+8%	+$80	﹤0.01%	1607
2023 Q3	$1.15K	Buy	25 +3	+14%	+$136	﹤0.01%	1557
2023 Q2	$1.1K	Sell	22 -1	-4%	-$48	﹤0.01%	1574
2023 Q1	$1.23K	Sell	23 -13	-36%	-$709	﹤0.01%	1522
2022 Q4	$2.46K	Buy	36 +1	+3%	+$67	﹤0.01%	1291
2022 Q3	$2K	Buy	35 +12	+52%	+$641	﹤0.01%	1287
2022 Q2	$1K	Buy	23 +12	+109%	+$446	﹤0.01%	1480
2022 Q1	$0	Sell	11 -1	-8%	-$51	﹤0.01%	1830
2021 Q4	$1K	Buy	+12	New	+$784	﹤0.01%	1281

Other funds holding CALX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

JFS Wealth Advisors's CALX Position: Q2 2026 in Review

JFS Wealth Advisors increased its Calix (CALX) stake by 900% in Q2 2026, buying an estimated $755 and bringing the position to 20 shares worth $747. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

JFS Wealth Advisors first reported a position in CALX in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.46K in Q4 2022. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

JFS Wealth Advisors held 20 shares of Calix worth $747 as of Q2 2026.
JFS Wealth Advisors bought 18 Calix shares in Q2 2026, an estimated $755.
Calix made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1878 holding.
JFS Wealth Advisors first reported a position in Calix in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's Calix position peaked at $2.46K in Q4 2022.
287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.