Cornerstone Planning Group
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Cornerstone Planning Group’s CACI CACI Stock Holding History

Cornerstone Planning Group’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 		– Sell
-5
Closed -$2.34K – 391
2026
Q2 		$2.34K Sell
5
-2
-29% -$1.02K ﹤0.01% 1283
2026
Q1 		$3.46K Hold
7
– – ﹤0.01% 1180
2025
Q4 		$4.47K Hold
7
– – ﹤0.01% 1020
2025
Q3 		$3.94K Buy
+7
New +$3.38K ﹤0.01% 1013

Other funds holding CACI

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Private Capital Advisors
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Westbourne Investment Advisors
Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 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

Cornerstone Planning Group's CACI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of CACI (CACI) in Q3 2026, closing a stake of 5 shares — an estimated $2.34K sold.

Cornerstone Planning Group first reported a position in CACI in Q3 2025 and held it in 4 quarters. The position peaked at $4.47K in Q4 2025. 99 funds tracked by Wall St. Rank hold CACI as of Q3 2026.

  • Cornerstone Planning Group reported no remaining CACI position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 5 CACI shares in Q3 2026, an estimated $2.34K.
  • Cornerstone Planning Group first reported a position in CACI in Q3 2025 and held it in 4 quarters.
  • Cornerstone Planning Group's CACI position peaked at $4.47K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held CACI as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.