TD Private Client Wealth
CALX icon

TD Private Client Wealth’s Calix CALX Stock Holding History

TD Private Client 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
2026
Q3 		$859 Buy
+25
New +$932 ﹤0.01% 1568
2025
Q2 		– Sell
-39
Closed -$1.38K – 1424
2025
Q1 		$1.38K Sell
39
-156
-80% -$5.79K ﹤0.01% 1250
2024
Q4 		$6.8K Buy
195
+156
+400% +$5.49K ﹤0.01% 1085
2024
Q3 		$1.51K Buy
39
+21
+117% +$772 ﹤0.01% 1210
2024
Q2 		$638 Buy
+18
New +$579 ﹤0.01% 1185

Other funds holding CALX

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
Marathon Capital Management
Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Summit Global Investments
Summit Global Investments Bountiful, Utah $2.02B AUM 17.87% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Jackson Square Capital
Jackson Square Capital San Francisco, California $667M AUM 118.76% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

TD Private Client Wealth's CALX Position: Q3 2026 in Review

TD Private Client Wealth opened a new position in Calix (CALX) in Q3 2026: 25 shares worth $859. The stake represents ﹤0.01% of the portfolio and ranks #1568 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in CALX as recently as Q1 2025.

TD Private Client Wealth first reported a position in CALX in Q2 2024 and has held it in 5 quarters since. The position peaked at $6.8K in Q4 2024. 56 funds tracked by Wall St. Rank hold CALX as of Q3 2026.

  • TD Private Client Wealth held 25 shares of Calix worth $859 as of Q3 2026.
  • Calix was a new TD Private Client Wealth position in Q3 2026.
  • Calix made up ﹤0.01% of TD Private Client Wealth's portfolio in Q3 2026, its #1568 holding.
  • TD Private Client Wealth first reported a position in Calix in Q2 2024 and has held it in 5 quarters since.
  • TD Private Client Wealth's Calix position peaked at $6.8K in Q4 2024.
  • 56 funds tracked by Wall St. Rank held Calix as of Q3 2026.

Based on TD Private Client Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.