EFS
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Essex Financial Services’s CACI CACI Stock Holding History

Essex Financial 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 		$458K Sell
988
-121
-11% -$61.8K 0.02% 504
2026
Q1 		$603K Buy
1,109
+17
+2% +$10.2K 0.03% 405
2025
Q4 		$582K Buy
1,092
+63
+6% +$35.6K 0.03% 404
2025
Q3 		$513K Buy
1,029
+41
+4% +$19.8K 0.03% 419
2025
Q2 		$471K Sell
988
-27
-3% -$12K 0.03% 424
2025
Q1 		$372K Sell
1,015
-100
-9% -$38.3K 0.03% 448
2024
Q4 		$451K Buy
1,115
+40
+4% +$19.5K 0.03% 398
2024
Q3 		$563K Buy
1,075
+1
+0.1% +$463 0.04% 355
2024
Q2 		$495K Buy
1,074
+15
+1% +$6.13K 0.04% 375
2024
Q1 		$401K Hold
1,059
– – 0.04% 366
2023
Q4 		$343K Buy
1,059
+100
+10% +$32.4K 0.04% 370
2023
Q3 		$301K Hold
959
– – 0.03% 372
2023
Q2 		$327K Sell
959
-2,460
-72% -$764K 0.04% 349
2023
Q1 		$1.01M Sell
3,419
-147
-4% -$43.3K 0.11% 181
2022
Q4 		$1.07M Buy
3,566
+100
+3% +$29.2K 0.11% 170
2022
Q3 		$905K Buy
3,466
+200
+6% +$56.3K 0.11% 178
2022
Q2 		$920K Sell
3,266
-473
-13% -$132K 0.1% 190
2022
Q1 		$1.13M Buy
3,739
+87
+2% +$24K 0.11% 189
2021
Q4 		$983K Sell
3,652
-823
-18% -$225K 0.1% 199
2021
Q3 		$1.17M Sell
4,475
-14
-0.3% -$3.62K 0.13% 163
2021
Q2 		$1.15M Buy
+4,489
New +$1.16M 0.17% 133

Other funds holding CACI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Essex Financial Services's CACI Position: Q2 2026 in Review

Essex Financial Services reduced its CACI (CACI) stake by 11% in Q2 2026, selling an estimated $61.8K and leaving 988 shares worth $458K. The position accounts for 0.02% of the portfolio, ranked #504.

Essex Financial Services first reported a position in CACI in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.17M in Q3 2021. 417 funds tracked by Wall St. Rank hold CACI as of Q2 2026.

  • Essex Financial Services held 988 shares of CACI worth $458K as of Q2 2026.
  • Essex Financial Services sold 121 CACI shares in Q2 2026, an estimated $61.8K.
  • CACI made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #504 holding.
  • Essex Financial Services first reported a position in CACI in Q2 2021 and has held it in 21 quarters since.
  • Essex Financial Services's CACI position peaked at $1.17M in Q3 2021.
  • 417 funds tracked by Wall St. Rank held CACI as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.