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Pinnacle Wealth Planning Services’s Calix CALX Stock Holding History

Pinnacle Wealth Planning Services’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 		$9.26K Sell
248
-1,378
-85% -$57.8K ﹤0.01% 2095
2026
Q1 		$79.7K Buy
1,626
+647
+66% +$34K 0.01% 930
2025
Q4 		$51.8K Buy
+979
New +$57K 0.01% 1173

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 40.91% 1-Year Est. Return

Pinnacle Wealth Planning Services's CALX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Calix (CALX) stake by 85% in Q2 2026, selling an estimated $57.8K and leaving 248 shares worth $9.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2095.

Pinnacle Wealth Planning Services first reported a position in CALX in Q4 2025 and has held it in 3 quarters since. The position peaked at $79.7K in Q1 2026. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 248 shares of Calix worth $9.26K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1,378 Calix shares in Q2 2026, an estimated $57.8K.
  • Calix made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2095 holding.
  • Pinnacle Wealth Planning Services first reported a position in Calix in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Calix position peaked at $79.7K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.