First Citizens Bank & Trust’s CACI CACI Stock Holding History

First Citizens Bank & Trust’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	$1.1M	Buy	2,364 +13	+0.6%	+$6.64K	0.02%	310
2026 Q1	$1.28M	Sell	2,351 -99	-4%	-$59.6K	0.03%	261
2025 Q4	$1.31M	Buy	2,450 +358	+17%	+$202K	0.03%	259
2025 Q3	$1.04M	Buy	2,092 +67	+3%	+$32.4K	0.02%	280
2025 Q2	$965K	Buy	+2,025	New	+$897K	0.02%	291
2025 Q1	–	Sell	-530	Closed	-$214K	–	515
2024 Q4	$214K	Buy	530 +73	+16%	+$35.6K	﹤0.01%	448
2024 Q3	$231K	Sell	457 -171	-27%	-$79.2K	0.01%	421
2024 Q2	$270K	Buy	+628	New	+$256K	0.01%	381
2022 Q3	–	Sell	-1,072	Closed	-$302K	–	318
2022 Q2	$302K	Sell	1,072 -5	-0.5%	-$1.39K	0.01%	279
2022 Q1	$324K	Buy	1,077 +19	+2%	+$5.25K	0.01%	290
2021 Q4	$285K	Sell	1,058 -41	-4%	-$11.2K	0.01%	314
2021 Q3	$288K	Sell	1,099 -22	-2%	-$5.68K	0.01%	298
2021 Q2	$286K	Sell	1,121 -120	-10%	-$31K	0.01%	304
2021 Q1	$306K	Sell	1,241 -61	-5%	-$14.6K	0.01%	289
2020 Q4	$325K	Hold	1,302	–	–	0.02%	253
2020 Q3	$278K	Buy	1,302 +369	+40%	+$79.7K	0.02%	264
2020 Q2	$202K	Buy	+933	New	+$223K	0.02%	361
2019 Q3	–	Sell	-1,905	Closed	-$390K	–	373
2019 Q2	$390K	Sell	1,905 -468	-20%	-$92.5K	0.04%	318
2019 Q1	$432K	Buy	+2,373	New	+$404K	0.05%	284

Other funds holding CACI

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Westmount Partners Los Angeles, California $454M AUM 31.05% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return