EWA
DAIC

EP Wealth Advisors’s CID HoldCo Inc DAIC Stock Holding History

EP Wealth Advisors’s Portfolio DAIC Stock Details DAIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.48K Buy
+809
New +$6.39K ﹤0.01% 1496

Other funds holding DAIC

BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DF
DecisionPoint Financial Mesa, Arizona $464M AUM 14.01% 1-Year Est. Return

EP Wealth Advisors's DAIC Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in CID HoldCo Inc (DAIC) in Q1 2026: 809 shares worth $3.48K. The stake represents ﹤0.01% of the portfolio and ranks #1496 among its holdings.

29 funds tracked by Wall St. Rank hold DAIC as of Q1 2026.

  • EP Wealth Advisors held 809 shares of CID HoldCo Inc worth $3.48K as of Q1 2026.
  • CID HoldCo Inc was a new EP Wealth Advisors position in Q1 2026.
  • CID HoldCo Inc made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1496 holding.
  • 29 funds tracked by Wall St. Rank held CID HoldCo Inc as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.