Parkside Financial Bank & Trust’s Calix CALX Stock Holding History

Parkside Financial Bank & Trust’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	$1.42K	Buy	29 +2	+7%	+$105	﹤0.01%	2227
2025 Q4	$1.43K	Buy	27 +2	+8%	+$116	﹤0.01%	2217
2025 Q3	$1.53K	Hold	25	–	–	﹤0.01%	2115
2025 Q2	$1.33K	Sell	25 -30	-55%	-$1.28K	﹤0.01%	2144
2025 Q1	$1.95K	Buy	55 +31	+129%	+$1.15K	﹤0.01%	1894
2024 Q4	$838	Buy	24 +12	+100%	+$422	﹤0.01%	1773
2024 Q3	$466	Hold	12	–	–	﹤0.01%	1846
2024 Q2	$426	Buy	12 +2	+20%	+$64	﹤0.01%	1802
2024 Q1	$332	Buy	+10	New	+$373	﹤0.01%	1834
2023 Q1	–	Sell	-273	Closed	-$18.7K	–	2030
2022 Q4	$18.7K	Buy	+273	New	+$18.3K	0.01%	872

Other funds holding CALX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Parkside Financial Bank & Trust's CALX Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Calix (CALX) stake by 7.4% in Q1 2026, buying an estimated $105 and bringing the position to 29 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #2227.

Parkside Financial Bank & Trust first reported a position in CALX in Q4 2022 and has held it in 10 quarters since. The position peaked at $18.7K in Q4 2022. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

Parkside Financial Bank & Trust held 29 shares of Calix worth $1.42K as of Q1 2026.
Parkside Financial Bank & Trust bought 2 Calix shares in Q1 2026, an estimated $105.
Calix made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #2227 holding.
Parkside Financial Bank & Trust first reported a position in Calix in Q4 2022 and has held it in 10 quarters since.
Parkside Financial Bank & Trust's Calix position peaked at $18.7K in Q4 2022.
309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.