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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
Q1 		$14.1K Buy
+287
New +$15.1K ﹤0.01% 1364

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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 $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mather Group's CALX Position: Q1 2026 in Review

Mather Group opened a new position in Calix (CALX) in Q1 2026: 287 shares worth $14.1K. The stake represents ﹤0.01% of the portfolio and ranks #1364 among its holdings.

309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • Mather Group held 287 shares of Calix worth $14.1K as of Q1 2026.
  • Calix was a new Mather Group position in Q1 2026.
  • Calix made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1364 holding.
  • 309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.