Mackenzie Financial
CALX icon

Mackenzie Financial’s Calix CALX Stock Holding History

Mackenzie Financial’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 		$12.1M Buy
323,524
+251,065
+346% +$10.5M 0.01% 571
2026
Q1 		$3.55M Buy
72,459
+14,402
+25% +$756K ﹤0.01% 783
2025
Q4 		$3.07M Buy
58,057
+18,084
+45% +$1.05M ﹤0.01% 744
2025
Q3 		$2.45M Buy
39,973
+11,712
+41% +$674K ﹤0.01% 783
2025
Q2 		$1.5M Sell
28,261
-1,736
-6% -$74.3K ﹤0.01% 895
2025
Q1 		$1.06M Buy
29,997
+6,287
+27% +$233K ﹤0.01% 960
2024
Q4 		$827K Buy
23,710
+14,567
+159% +$513K ﹤0.01% 991
2024
Q3 		$355K Buy
9,143
+2,132
+30% +$78.3K ﹤0.01% 1119
2024
Q2 		$248K Buy
+7,011
New +$226K ﹤0.01% 1258
2023
Q2 		– Sell
-5,393
Closed -$289K – 1525
2023
Q1 		$289K Buy
5,393
+204
+4% +$11.1K ﹤0.01% 1197
2022
Q4 		$355K Buy
5,189
+1,353
+35% +$90.9K ﹤0.01% 1039
2022
Q3 		$235K Buy
+3,836
New +$205K ﹤0.01% 1182
2022
Q1 		– Sell
-3,097
Closed -$248K – 1421
2021
Q4 		$248K Buy
+3,097
New +$202K ﹤0.01% 1238
2021
Q1 		– Sell
-18,581
Closed -$553K – 1127
2020
Q4 		$553K Sell
18,581
-22,289
-55% -$550K ﹤0.01% 815
2020
Q3 		$727K Sell
40,870
-7,179
-15% -$136K ﹤0.01% 730
2020
Q2 		$716K Sell
48,049
-62,382
-56% -$716K ﹤0.01% 739
2020
Q1 		$782K Buy
110,431
+80,871
+274% +$681K ﹤0.01% 703
2019
Q4 		$236K Buy
+29,560
New +$220K ﹤0.01% 999

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 40.89% 1-Year Est. Return

Mackenzie Financial's CALX Position: Q2 2026 in Review

Mackenzie Financial increased its Calix (CALX) stake by 346% in Q2 2026, buying an estimated $10.5M and bringing the position to 323,524 shares worth $12.1M. The position accounts for 0.01% of the portfolio, ranked #571.

Mackenzie Financial first reported a position in CALX in Q4 2019 and has held it in 18 quarters since. 288 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Mackenzie Financial held 323,524 shares of Calix worth $12.1M as of Q2 2026.
  • Mackenzie Financial bought 251,065 Calix shares in Q2 2026, an estimated $10.5M.
  • Calix made up 0.01% of Mackenzie Financial's portfolio in Q2 2026, its #571 holding.
  • Mackenzie Financial first reported a position in Calix in Q4 2019 and has held it in 18 quarters since.
  • 288 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.