CT
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Coastline Trust’s CACI CACI Stock Holding History

Coastline Trust’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
Q3 		$54.8K Hold
90
– – 0.01% 254
2026
Q2 		$41.7K Hold
90
– – ﹤0.01% 293
2026
Q1 		$48.9K Hold
90
– – ﹤0.01% 284
2025
Q4 		$48K Hold
90
– – ﹤0.01% 283
2025
Q3 		$44.9K Hold
90
– – ﹤0.01% 279
2025
Q2 		$42.9K Hold
90
– – ﹤0.01% 278
2025
Q1 		$33K Hold
90
– – ﹤0.01% 291
2024
Q4 		$36.4K Hold
90
– – ﹤0.01% 298
2024
Q3 		$45.4K Buy
+90
New +$41.7K 0.01% 296

Other funds holding CACI

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
LAI
Legal Advantage Investments Los Altos Hills, California $468M AUM 7.83% 1-Year Est. Return

Coastline Trust's CACI Position: Q3 2026 in Review

Coastline Trust held its CACI (CACI) position steady in Q3 2026 at 90 shares worth $54.8K. The position accounts for 0.01% of the portfolio, ranked #254.

Coastline Trust first reported a position in CACI in Q3 2024 and has held it in 9 quarters since. 35 funds tracked by Wall St. Rank hold CACI as of Q3 2026.

  • Coastline Trust held 90 shares of CACI worth $54.8K as of Q3 2026.
  • Coastline Trust left its CACI share count unchanged in Q3 2026.
  • CACI made up 0.01% of Coastline Trust's portfolio in Q3 2026, its #254 holding.
  • Coastline Trust first reported a position in CACI in Q3 2024 and has held it in 9 quarters since.
  • 35 funds tracked by Wall St. Rank held CACI as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.