KAS
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Kestra Advisory Services’s Calix CALX Stock Holding History

Kestra 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
Q1 		– Sell
-1,267
Closed -$67.1K – 3303
2025
Q4 		$67.1K Buy
+1,267
New +$73.8K ﹤0.01% 3748
2022
Q1 		– Sell
-3,054
Closed -$244K – 2019
2021
Q4 		$244K Buy
+3,054
New +$199K ﹤0.01% 1751
2021
Q2 		– Sell
-6,100
Closed -$211K – 2006
2021
Q1 		$211K Buy
+6,100
New +$226K ﹤0.01% 1702

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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 $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kestra Advisory Services's CALX Position: Q1 2026 in Review

Kestra Advisory Services sold out of Calix (CALX) in Q1 2026, closing a stake of 1,267 shares — an estimated $67.1K sold.

Kestra Advisory Services first reported a position in CALX in Q1 2021 and held it in 3 quarters. The position peaked at $244K in Q4 2021. 310 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • Kestra Advisory Services reported no remaining Calix position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,267 Calix shares in Q1 2026, an estimated $67.1K.
  • Kestra Advisory Services first reported a position in Calix in Q1 2021 and held it in 3 quarters.
  • Kestra Advisory Services's Calix position peaked at $244K in Q4 2021.
  • 310 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.