Jones Financial Companies
CALX icon

Jones Financial Companies’s Calix CALX Stock Holding History

Jones Financial Companies’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 		$157K Buy
4,415
+142
+3% +$5.96K ﹤0.01% 2679
2026
Q1 		$215K Buy
4,273
+192
+5% +$10.1K ﹤0.01% 2379
2025
Q4 		$216K Buy
4,081
+40
+1% +$2.33K ﹤0.01% 1874
2025
Q3 		$249K Hold
4,041
– – ﹤0.01% 1701
2025
Q2 		$207K Buy
+4,041
New +$173K ﹤0.01% 1647

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 $3.37T AUM 44.26% 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 40.91% 1-Year Est. Return

Jones Financial Companies's CALX Position: Q2 2026 in Review

Jones Financial Companies increased its Calix (CALX) stake by 3.3% in Q2 2026, buying an estimated $5.96K and bringing the position to 4,415 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #2679.

Jones Financial Companies first reported a position in CALX in Q2 2025 and has held it in 5 quarters since. The position peaked at $249K in Q3 2025. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Jones Financial Companies held 4,415 shares of Calix worth $157K as of Q2 2026.
  • Jones Financial Companies bought 142 Calix shares in Q2 2026, an estimated $5.96K.
  • Calix made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2679 holding.
  • Jones Financial Companies first reported a position in Calix in Q2 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's Calix position peaked at $249K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.