SW
CALX icon

SVB Wealth’s Calix CALX Stock Holding History

SVB Wealth’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
Q2 		– Sell
-25
Closed -$886 – 705
2025
Q1 		$886 Buy
+25
New +$928 ﹤0.01% 1357

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

SVB Wealth's CALX Position: Q2 2025 in Review

SVB Wealth sold out of Calix (CALX) in Q2 2025, closing a stake of 25 shares — an estimated $886 sold.

SVB Wealth first reported a position in CALX in Q1 2025 and held it in 1 quarter. The position peaked at $886 in Q1 2025. 295 funds tracked by Wall St. Rank hold CALX as of Q2 2025.

  • SVB Wealth reported no remaining Calix position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 25 Calix shares in Q2 2025, an estimated $886.
  • SVB Wealth first reported a position in Calix in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Calix position peaked at $886 in Q1 2025.
  • 295 funds tracked by Wall St. Rank held Calix as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.