Rational Advisors’s Calix CALX Stock Holding History

Rational Advisors’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	-4,637	Closed	-$285K	–	190
2025 Q3	$285K	Buy	+4,637	New	+$267K	0.03%	116

Other funds holding CALX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Rational Advisors's CALX Position: Q4 2025 in Review

Rational Advisors sold out of Calix (CALX) in Q4 2025, closing a stake of 4,637 shares — an estimated $285K sold.

Rational Advisors first reported a position in CALX in Q3 2025 and held it in 1 quarter. The position peaked at $285K in Q3 2025. 331 funds tracked by Wall St. Rank hold CALX as of Q4 2025.

Rational Advisors reported no remaining Calix position as of Q4 2025 after selling out during the quarter.
Rational Advisors sold 4,637 Calix shares in Q4 2025, an estimated $285K.
Rational Advisors first reported a position in Calix in Q3 2025 and held it in 1 quarter.
Rational Advisors's Calix position peaked at $285K in Q3 2025.
331 funds tracked by Wall St. Rank held Calix as of Q4 2025.

Based on Rational Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.