Stifel Financial
CALX icon

Stifel Financial’s Calix CALX Stock Holding History

Stifel 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
2026
Q2 		– Sell
-26,394
Closed -$1.29M – 3717
2026
Q1 		$1.29M Buy
26,394
+2,775
+12% +$146K ﹤0.01% 2273
2025
Q4 		$1.25M Sell
23,619
-1,606
-6% -$93.5K ﹤0.01% 2291
2025
Q3 		$1.55M Buy
25,225
+3,181
+14% +$183K ﹤0.01% 2091
2025
Q2 		$1.17M Buy
22,044
+953
+5% +$40.8K ﹤0.01% 2227
2025
Q1 		$747K Buy
21,091
+1,579
+8% +$58.6K ﹤0.01% 2417
2024
Q4 		$680K Buy
19,512
+1,924
+11% +$67.7K ﹤0.01% 2496
2024
Q3 		$682K Buy
17,588
+9,339
+113% +$343K ﹤0.01% 2479
2024
Q2 		$292K Buy
8,249
+697
+9% +$22.4K ﹤0.01% 2930
2024
Q1 		$250K Buy
7,552
+1,657
+28% +$61.8K ﹤0.01% 3000
2023
Q4 		$258K Buy
5,895
+765
+15% +$30.6K ﹤0.01% 2926
2023
Q3 		$235K Buy
+5,130
New +$232K ﹤0.01% 2912
2022
Q2 		– Sell
-28,610
Closed -$1.23M – 3337
2022
Q1 		$1.23M Sell
28,610
-1,191
-4% -$60.3K ﹤0.01% 1958
2021
Q4 		$2.38M Buy
+29,801
New +$1.95M ﹤0.01% 1492

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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 40.91% 1-Year Est. Return

Stifel Financial's CALX Position: Q2 2026 in Review

Stifel Financial sold out of Calix (CALX) in Q2 2026, closing a stake of 26,394 shares — an estimated $1.29M sold.

Stifel Financial first reported a position in CALX in Q4 2021 and held it in 13 quarters. The position peaked at $2.38M in Q4 2021. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Stifel Financial reported no remaining Calix position as of Q2 2026 after selling out during the quarter.
  • Stifel Financial sold 26,394 Calix shares in Q2 2026, an estimated $1.29M.
  • Stifel Financial first reported a position in Calix in Q4 2021 and held it in 13 quarters.
  • Stifel Financial's Calix position peaked at $2.38M in Q4 2021.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.