Center for Financial Planning’s CACI CACI Stock Holding History

Center for Financial Planning’s Portfolio CACI Stock Details CACI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$104K	Hold	225	–	–	0.01%	234
2026 Q1	$122K	Hold	225	–	–	0.01%	210
2025 Q4	$120K	Hold	225	–	–	0.01%	208
2025 Q3	$112K	Hold	225	–	–	0.01%	216
2025 Q2	$107K	Hold	225	–	–	0.01%	211
2025 Q1	$82.6K	Hold	225	–	–	0.01%	228
2024 Q4	$90.9K	Hold	225	–	–	0.01%	205
2024 Q3	$114K	Hold	225	–	–	0.02%	178
2024 Q2	$96.8K	Sell	225 -38	-14%	-$15.5K	0.01%	183
2024 Q1	$99.6K	Buy	263 +38	+17%	+$13.5K	0.01%	183
2023 Q4	$72.9K	Hold	225	–	–	0.01%	187
2023 Q3	$70.6K	Hold	225	–	–	0.02%	187
2023 Q2	$76.7K	Hold	225	–	–	0.02%	187
2023 Q1	$66.7K	Hold	225	–	–	0.02%	192
2022 Q4	$67.6K	Hold	225	–	–	0.02%	191
2022 Q3	$59K	Hold	225	–	–	0.02%	198
2022 Q2	$63K	Hold	225	–	–	0.02%	200
2022 Q1	$68K	Hold	225	–	–	0.01%	205
2021 Q4	$61K	Hold	225	–	–	0.01%	212
2021 Q3	$59K	Hold	225	–	–	0.01%	204
2021 Q2	$57K	Sell	225 -45	-17%	-$11.6K	0.01%	209
2021 Q1	$67K	Hold	270	–	–	0.02%	190
2020 Q4	$67K	Buy	270 +45	+20%	+$10.4K	0.02%	182
2020 Q3	$48K	Hold	225	–	–	0.02%	187
2020 Q2	$49K	Hold	225	–	–	0.02%	187
2020 Q1	$48K	Hold	225	–	–	0.02%	175
2019 Q4	$56K	Buy	+225	New	+$52.4K	0.01%	175

Other funds holding CACI

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

SGK

Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

RBC

Romano Brothers & Co Evanston, Illinois $994M AUM 41.36% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

Center for Financial Planning's CACI Position: Q2 2026 in Review

Center for Financial Planning held its CACI (CACI) position steady in Q2 2026 at 225 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #234.

Center for Financial Planning first reported a position in CACI in Q4 2019 and has held it in 27 quarters since. The position peaked at $122K in Q1 2026. 136 funds tracked by Wall St. Rank hold CACI as of Q2 2026.

Center for Financial Planning held 225 shares of CACI worth $104K as of Q2 2026.
Center for Financial Planning left its CACI share count unchanged in Q2 2026.
CACI made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #234 holding.
Center for Financial Planning first reported a position in CACI in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's CACI position peaked at $122K in Q1 2026.
136 funds tracked by Wall St. Rank held CACI as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.