CFO
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CVA Family Office’s ePlus PLUS Stock Holding History

CVA Family Office’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$677 Buy
+9
New +$738 ﹤0.01% 1712
2025
Q2 		– Sell
-8
Closed -$488 – 1412
2025
Q1 		$488 Buy
+8
New +$566 ﹤0.01% 1281

Other funds holding PLUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

CVA Family Office's PLUS Position: Q1 2026 in Review

CVA Family Office opened a new position in ePlus (PLUS) in Q1 2026: 9 shares worth $677. The stake represents ﹤0.01% of the portfolio and ranks #1712 among its holdings. This is a return to the name: CVA Family Office previously reported a position in PLUS as recently as Q1 2025.

CVA Family Office first reported a position in PLUS in Q1 2025 and has held it in 2 quarters since. 281 funds tracked by Wall St. Rank hold PLUS as of Q1 2026.

  • CVA Family Office held 9 shares of ePlus worth $677 as of Q1 2026.
  • ePlus was a new CVA Family Office position in Q1 2026.
  • ePlus made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1712 holding.
  • CVA Family Office first reported a position in ePlus in Q1 2025 and has held it in 2 quarters since.
  • 281 funds tracked by Wall St. Rank held ePlus as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.