Raymond James Financial
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Raymond James Financial’s Calix CALX Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-564
Closed -$30K – 5239
2025
Q2 		$30K Buy
+564
New +$24.1K ﹤0.01% 5413

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Raymond James Financial's CALX Position: Q3 2025 in Review

Raymond James Financial sold out of Calix (CALX) in Q3 2025, closing a stake of 564 shares — an estimated $30K sold.

Raymond James Financial first reported a position in CALX in Q2 2025 and held it in 1 quarter. The position peaked at $30K in Q2 2025. 313 funds tracked by Wall St. Rank hold CALX as of Q3 2025.

  • Raymond James Financial reported no remaining Calix position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 564 Calix shares in Q3 2025, an estimated $30K.
  • Raymond James Financial first reported a position in Calix in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Calix position peaked at $30K in Q2 2025.
  • 313 funds tracked by Wall St. Rank held Calix as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.