Steward Partners Investment Advisory’s Calix CALX Stock Holding History

Steward Partners Investment Advisory’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	$2.17K	Sell	58 -1,803	-97%	-$75.6K	﹤0.01%	4218
2026 Q1	$91.2K	Buy	1,861 +1,803	+3,109%	+$94.6K	﹤0.01%	2428
2025 Q4	$3.07K	Buy	+58	New	+$3.38K	﹤0.01%	3843
2025 Q3	–	Sell	-21	Closed	-$1.12K	–	4274
2025 Q2	$1.12K	Hold	21	–	–	﹤0.01%	3840
2025 Q1	$744	Hold	21	–	–	﹤0.01%	3813
2024 Q4	$732	Sell	21 -25	-54%	-$880	﹤0.01%	3806
2024 Q3	$1.78K	Buy	46 +22	+92%	+$808	﹤0.01%	3452
2024 Q2	$850	Buy	+24	New	+$773	﹤0.01%	3413
2021 Q1	–	Sell	-750	Closed	-$22K	–	3422
2020 Q4	$22K	Buy	+750	New	+$18.5K	﹤0.01%	2013

Other funds holding CALX

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Steward Partners Investment Advisory's CALX Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Calix (CALX) stake by 97% in Q2 2026, selling an estimated $75.6K and leaving 58 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #4218.

Steward Partners Investment Advisory first reported a position in CALX in Q4 2020 and has held it in 9 quarters since. The position peaked at $91.2K in Q1 2026. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

Steward Partners Investment Advisory held 58 shares of Calix worth $2.17K as of Q2 2026.
Steward Partners Investment Advisory sold 1,803 Calix shares in Q2 2026, an estimated $75.6K.
Calix made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4218 holding.
Steward Partners Investment Advisory first reported a position in Calix in Q4 2020 and has held it in 9 quarters since.
Steward Partners Investment Advisory's Calix position peaked at $91.2K in Q1 2026.
285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.