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Principal Securities’s Calix CALX Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-150
Closed -$9.21K – 1659
2025
Q3 		$9.21K Buy
150
+108
+257% +$6.22K ﹤0.01% 2751
2025
Q2 		$2.23K Buy
+42
New +$1.8K ﹤0.01% 3111
2024
Q4 		– Sell
-742
Closed -$28.8K – 3555
2024
Q3 		$28.8K Buy
742
+157
+27% +$5.77K ﹤0.01% 1938
2024
Q2 		$20.7K Buy
585
+26
+5% +$837 ﹤0.01% 2053
2024
Q1 		$18.5K Buy
559
+8
+1% +$298 ﹤0.01% 2043
2023
Q4 		$24.1K Buy
+551
New +$22K ﹤0.01% 1831

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Principal Securities's CALX Position: Q4 2025 in Review

Principal Securities sold out of Calix (CALX) in Q4 2025, closing a stake of 150 shares — an estimated $9.21K sold.

Principal Securities first reported a position in CALX in Q4 2023 and held it in 6 quarters. The position peaked at $28.8K in Q3 2024. 331 funds tracked by Wall St. Rank hold CALX as of Q4 2025.

  • Principal Securities reported no remaining Calix position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 150 Calix shares in Q4 2025, an estimated $9.21K.
  • Principal Securities first reported a position in Calix in Q4 2023 and held it in 6 quarters.
  • Principal Securities's Calix position peaked at $28.8K in Q3 2024.
  • 331 funds tracked by Wall St. Rank held Calix as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.