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Keating Financial Advisory Services’s Calix CALX Stock Holding History

Keating Financial Advisory Services’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 		$1.79K Sell
48
-5
-9% -$210 ﹤0.01% 1979
2026
Q1 		$2.6K Buy
+53
New +$2.78K ﹤0.01% 1746

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

Keating Financial Advisory Services's CALX Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Calix (CALX) stake by 9.4% in Q2 2026, selling an estimated $210 and leaving 48 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

Keating Financial Advisory Services first reported a position in CALX in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.6K in Q1 2026. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Keating Financial Advisory Services held 48 shares of Calix worth $1.79K as of Q2 2026.
  • Keating Financial Advisory Services sold 5 Calix shares in Q2 2026, an estimated $210.
  • Calix made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1979 holding.
  • Keating Financial Advisory Services first reported a position in Calix in Q1 2026 and has held it in 2 quarters since.
  • Keating Financial Advisory Services's Calix position peaked at $2.6K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.