Principal Financial Group
CALX icon

Principal Financial Group’s Calix CALX Stock Holding History

Principal Financial 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 		$14.7M Sell
393,019
-2,314
-0.6% -$97.1K 0.01% 1199
2026
Q1 		$19.4M Buy
395,333
+52,685
+15% +$2.77M 0.01% 952
2025
Q4 		$18.1M Buy
342,648
+55,331
+19% +$3.22M 0.01% 956
2025
Q3 		$17.6M Buy
287,317
+1,025
+0.4% +$59K 0.01% 944
2025
Q2 		$15.2M Sell
286,292
-8,247
-3% -$353K 0.01% 1011
2025
Q1 		$10.4M Buy
294,539
+7,030
+2% +$261K 0.01% 1235
2024
Q4 		$10M Buy
287,509
+10,393
+4% +$366K 0.01% 1295
2024
Q3 		$10.7M Sell
277,116
-12,204
-4% -$448K 0.01% 1234
2024
Q2 		$10.3M Sell
289,320
-16,249
-5% -$523K 0.01% 1247
2024
Q1 		$10.1M Buy
305,569
+87,210
+40% +$3.25M 0.01% 1296
2023
Q4 		$9.54M Sell
218,359
-902
-0.4% -$36.1K 0.01% 1309
2023
Q3 		$10.1M Buy
219,261
+182
+0.1% +$8.24K 0.01% 1227
2023
Q2 		$10.9M Sell
219,079
-6,951
-3% -$335K 0.01% 1210
2023
Q1 		$12.1M Sell
226,030
-327,281
-59% -$17.8M 0.01% 1157
2022
Q4 		$37.9M Buy
553,311
+330,545
+148% +$22.2M 0.03% 501
2022
Q3 		$13.6M Buy
222,766
+2,162
+1% +$116K 0.01% 1009
2022
Q2 		$7.53M Sell
220,604
-7,637
-3% -$284K 0.01% 1399
2022
Q1 		$9.79M Buy
228,241
+136,666
+149% +$6.92M 0.01% 1381
2021
Q4 		$7.32M Buy
91,575
+48,340
+112% +$3.16M ﹤0.01% 1538
2021
Q3 		$2.14M Buy
43,235
+344
+0.8% +$15.9K ﹤0.01% 1857
2021
Q2 		$2.04M Sell
42,891
-4,744
-10% -$208K ﹤0.01% 1903
2021
Q1 		$1.65M Buy
47,635
+34,307
+257% +$1.27M ﹤0.01% 1892
2020
Q4 		$397K Buy
+13,328
New +$329K ﹤0.01% 2176
2015
Q2 		– Sell
-11,695
Closed -$98K – 2178
2015
Q1 		$98K Buy
+11,695
New +$105K ﹤0.01% 2105
2014
Q3 		– Sell
-13,628
Closed -$111K – 2211
2014
Q2 		$111K Sell
13,628
-5,572
-29% -$45.6K ﹤0.01% 2193
2014
Q1 		$162K Sell
19,200
-207
-1% -$1.74K ﹤0.01% 2177
2013
Q4 		$187K Buy
+19,407
New +$208K ﹤0.01% 2165

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

Principal Financial Group's CALX Position: Q2 2026 in Review

Principal Financial Group reduced its Calix (CALX) stake by 0.59% in Q2 2026, selling an estimated $97.1K and leaving 393,019 shares worth $14.7M. The position accounts for 0.01% of the portfolio, ranked #1199.

Principal Financial Group first reported a position in CALX in Q4 2013 and has held it in 27 quarters since. The position peaked at $37.9M in Q4 2022. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Principal Financial Group held 393,019 shares of Calix worth $14.7M as of Q2 2026.
  • Principal Financial Group sold 2,314 Calix shares in Q2 2026, an estimated $97.1K.
  • Calix made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1199 holding.
  • Principal Financial Group first reported a position in Calix in Q4 2013 and has held it in 27 quarters since.
  • Principal Financial Group's Calix position peaked at $37.9M in Q4 2022.
  • 285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.