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Larson Financial Group’s Calix CALX Stock Holding History

Larson 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
Q2 		$149 Hold
4
– – ﹤0.01% 3625
2026
Q1 		$196 Sell
4
-15
-79% -$787 ﹤0.01% 3451
2025
Q4 		$1.01K Sell
19
-1
-5% -$58 ﹤0.01% 2955
2025
Q3 		$1.23K Buy
20
+5
+33% +$288 ﹤0.01% 2857
2025
Q2 		$798 Buy
15
+1
+7% +$43 ﹤0.01% 2718
2025
Q1 		$496 Hold
14
– – ﹤0.01% 2574
2024
Q4 		$488 Hold
14
– – ﹤0.01% 2205
2024
Q3 		$543 Hold
14
– – ﹤0.01% 2103
2024
Q2 		$496 Buy
14
+4
+40% +$129 ﹤0.01% 1840
2024
Q1 		$332 Hold
10
– – ﹤0.01% 1597
2023
Q4 		$437 Hold
10
– – ﹤0.01% 1586
2023
Q3 		$458 Hold
10
– – ﹤0.01% 1582
2023
Q2 		$499 Hold
10
– – ﹤0.01% 1440
2023
Q1 		$536 Buy
+10
New +$545 ﹤0.01% 1405

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

Larson Financial Group's CALX Position: Q2 2026 in Review

Larson Financial Group held its Calix (CALX) position steady in Q2 2026 at 4 shares worth $149. The position accounts for ﹤0.01% of the portfolio, ranked #3625.

Larson Financial Group first reported a position in CALX in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.23K in Q3 2025. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Larson Financial Group held 4 shares of Calix worth $149 as of Q2 2026.
  • Larson Financial Group left its Calix share count unchanged in Q2 2026.
  • Calix made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3625 holding.
  • Larson Financial Group first reported a position in Calix in Q1 2023 and has held it in 14 quarters since.
  • Larson Financial Group's Calix position peaked at $1.23K in Q3 2025.
  • 285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

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