UB
CALX icon

UMB Bank’s Calix CALX Stock Holding History

UMB Bank’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 		$2.39K Sell
64
-221
-78% -$9.27K ﹤0.01% 2188
2026
Q1 		$14K Buy
285
+62
+28% +$3.25K ﹤0.01% 1728
2025
Q4 		$11.8K Buy
223
+10
+5% +$582 ﹤0.01% 1758
2025
Q3 		$13.1K Buy
213
+46
+28% +$2.65K ﹤0.01% 1578
2025
Q2 		$8.88K Sell
167
-42
-20% -$1.8K ﹤0.01% 1643
2025
Q1 		$7.41K Buy
209
+76
+57% +$2.82K ﹤0.01% 1649
2024
Q4 		$4.64K Sell
133
-7
-5% -$246 ﹤0.01% 1728
2024
Q3 		$5.43K Buy
140
+76
+119% +$2.79K ﹤0.01% 1700
2024
Q2 		$2.27K Buy
64
+40
+167% +$1.29K ﹤0.01% 1727
2024
Q1 		$796 Buy
+24
New +$894 ﹤0.01% 1851

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

UMB Bank's CALX Position: Q2 2026 in Review

UMB Bank reduced its Calix (CALX) stake by 78% in Q2 2026, selling an estimated $9.27K and leaving 64 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #2188.

UMB Bank first reported a position in CALX in Q1 2024 and has held it in 10 quarters since. The position peaked at $14K in Q1 2026. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • UMB Bank held 64 shares of Calix worth $2.39K as of Q2 2026.
  • UMB Bank sold 221 Calix shares in Q2 2026, an estimated $9.27K.
  • Calix made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2188 holding.
  • UMB Bank first reported a position in Calix in Q1 2024 and has held it in 10 quarters since.
  • UMB Bank's Calix position peaked at $14K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.