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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
Q2 		– Sell
-77
Closed -$3.77K – 854
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

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AllianceBernstein
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State Street
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Root Financial Partners's CALX Position: Q2 2026 in Review

Root Financial Partners sold out of Calix (CALX) in Q2 2026, closing a stake of 77 shares — an estimated $3.77K sold.

Root Financial Partners first reported a position in CALX in Q3 2025 and held it in 3 quarters. The position peaked at $3.77K in Q1 2026. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Root Financial Partners reported no remaining Calix position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 77 Calix shares in Q2 2026, an estimated $3.77K.
  • Root Financial Partners first reported a position in Calix in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Calix position peaked at $3.77K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.