Mather Group
CALX icon

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
Q3 		$1.17K Sell
34
-253
-88% -$9.43K ﹤0.01% 2134
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

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
Jackson Square Capital
Jackson Square Capital San Francisco, California $667M AUM 118.76% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Mather Group's CALX Position: Q3 2026 in Review

Mather Group reduced its Calix (CALX) stake by 88% in Q3 2026, selling an estimated $9.43K and leaving 34 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

Mather Group first reported a position in CALX in Q1 2026 and has held it in 3 quarters since. The position peaked at $14.1K in Q1 2026. 28 funds tracked by Wall St. Rank hold CALX as of Q3 2026.

  • Mather Group held 34 shares of Calix worth $1.17K as of Q3 2026.
  • Mather Group sold 253 Calix shares in Q3 2026, an estimated $9.43K.
  • Calix made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #2134 holding.
  • Mather Group first reported a position in Calix in Q1 2026 and has held it in 3 quarters since.
  • Mather Group's Calix position peaked at $14.1K in Q1 2026.
  • 28 funds tracked by Wall St. Rank held Calix as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.