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
Q2 		$1.08K Buy
13
+4
+44% +$333 ﹤0.01% 1633
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 $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CVA Family Office's PLUS Position: Q2 2026 in Review

CVA Family Office increased its ePlus (PLUS) stake by 44% in Q2 2026, buying an estimated $333 and bringing the position to 13 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

CVA Family Office first reported a position in PLUS in Q1 2025 and has held it in 3 quarters since. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • CVA Family Office held 13 shares of ePlus worth $1.08K as of Q2 2026.
  • CVA Family Office bought 4 ePlus shares in Q2 2026, an estimated $333.
  • ePlus made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1633 holding.
  • CVA Family Office first reported a position in ePlus in Q1 2025 and has held it in 3 quarters since.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.