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Rachor Investment Advisory Services’s Calix CALX Stock Holding History

Rachor Investment Advisory 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 		– Sell
-66
Closed -$3.23K – 244
2026
Q1 		$3.23K Buy
66
+2
+3% +$105 ﹤0.01% 203
2025
Q4 		$3.39K Buy
+64
New +$3.73K ﹤0.01% 183

Other funds holding CALX

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

Rachor Investment Advisory Services's CALX Position: Q2 2026 in Review

Rachor Investment Advisory Services sold out of Calix (CALX) in Q2 2026, closing a stake of 66 shares — an estimated $3.23K sold.

Rachor Investment Advisory Services first reported a position in CALX in Q4 2025 and held it in 2 quarters. The position peaked at $3.39K in Q4 2025. 91 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Rachor Investment Advisory Services reported no remaining Calix position as of Q2 2026 after selling out during the quarter.
  • Rachor Investment Advisory Services sold 66 Calix shares in Q2 2026, an estimated $3.23K.
  • Rachor Investment Advisory Services first reported a position in Calix in Q4 2025 and held it in 2 quarters.
  • Rachor Investment Advisory Services's Calix position peaked at $3.39K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.