Mather Group’s Calix CALX Stock Holding History

Mather 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	$10.7K	Hold	287	–	–	﹤0.01%	1485
2026 Q1	$14.1K	Buy	+287	New	+$15.1K	﹤0.01%	1364

Other funds holding CALX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Mather Group's CALX Position: Q2 2026 in Review

Mather Group held its Calix (CALX) position steady in Q2 2026 at 287 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Mather Group first reported a position in CALX in Q1 2026 and has held it in 2 quarters since. The position peaked at $14.1K in Q1 2026. 288 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

Mather Group held 287 shares of Calix worth $10.7K as of Q2 2026.
Mather Group left its Calix share count unchanged in Q2 2026.
Calix made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1485 holding.
Mather Group first reported a position in Calix in Q1 2026 and has held it in 2 quarters since.
Mather Group's Calix position peaked at $14.1K in Q1 2026.
288 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.