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Confluence Wealth Services’s CACI CACI Stock Holding History

Confluence Wealth Services’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 		$233K Buy
+502
New +$256K 0.01% 439
2024
Q3 		– Sell
-626
Closed -$269K – 342
2024
Q2 		$269K Hold
626
– – 0.02% 319
2024
Q1 		$237K Buy
+626
New +$222K 0.02% 305
2022
Q1 		– Sell
-43
Closed -$11K – 374
2021
Q4 		$11K Buy
+43
New +$11.8K ﹤0.01% 883

Other funds holding CACI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Confluence Wealth Services's CACI Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in CACI (CACI) in Q2 2026: 502 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #439 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in CACI as recently as Q2 2024.

Confluence Wealth Services first reported a position in CACI in Q4 2021 and has held it in 4 quarters since. The position peaked at $269K in Q2 2024. 615 funds tracked by Wall St. Rank hold CACI as of Q2 2026.

  • Confluence Wealth Services held 502 shares of CACI worth $233K as of Q2 2026.
  • CACI was a new Confluence Wealth Services position in Q2 2026.
  • CACI made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #439 holding.
  • Confluence Wealth Services first reported a position in CACI in Q4 2021 and has held it in 4 quarters since.
  • Confluence Wealth Services's CACI position peaked at $269K in Q2 2024.
  • 615 funds tracked by Wall St. Rank held CACI as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.