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Root Financial Partners’s Calix CALX Stock Holding History

Root Financial Partners’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
Q1 		$3.77K Buy
77
+16
+26% +$840 ﹤0.01% 2060
2025
Q4 		$3.23K Hold
61
– – ﹤0.01% 1887
2025
Q3 		$3.74K Buy
+61
New +$3.51K ﹤0.01% 1819

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Root Financial Partners's CALX Position: Q1 2026 in Review

Root Financial Partners increased its Calix (CALX) stake by 26% in Q1 2026, buying an estimated $840 and bringing the position to 77 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2060.

Root Financial Partners first reported a position in CALX in Q3 2025 and has held it in 3 quarters since. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • Root Financial Partners held 77 shares of Calix worth $3.77K as of Q1 2026.
  • Root Financial Partners bought 16 Calix shares in Q1 2026, an estimated $840.
  • Calix made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2060 holding.
  • Root Financial Partners first reported a position in Calix in Q3 2025 and has held it in 3 quarters since.
  • 309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.