Intrepid Financial Planning Group
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Intrepid Financial Planning Group’s CACI CACI Stock Holding History

Intrepid Financial Planning Group’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
Q3 		– Sell
-2,016
Closed -$934K – 136
2026
Q2 		$934K Sell
2,016
-15
-0.7% -$7.66K 0.32% 57
2026
Q1 		$1.1M Sell
2,031
-62
-3% -$37.3K 0.45% 54
2025
Q4 		$1.12M Sell
2,093
-50
-2% -$28.3K 0.42% 54
2025
Q3 		$1.07M Sell
2,143
-32
-1% -$15.5K 0.41% 56
2025
Q2 		$1.04M Hold
2,175
– – 0.44% 54
2025
Q1 		$798K Sell
2,175
-260
-11% -$99.5K 0.37% 54
2024
Q4 		$984K Sell
2,435
-55
-2% -$26.8K 0.42% 51
2024
Q3 		$1.26M Sell
2,490
-130
-5% -$60.2K 0.54% 43
2024
Q2 		$1.13M Sell
2,620
-21
-0.8% -$8.57K 0.48% 43
2024
Q1 		$1M Buy
2,641
+1
+0% +$355 0.43% 49
2023
Q4 		$855K Sell
2,640
-25
-0.9% -$8.11K 0.41% 46
2023
Q3 		$837K Sell
2,665
-15
-0.6% -$5.02K 0.43% 46
2023
Q2 		$913K Sell
2,680
-5
-0.2% -$1.55K 0.44% 45
2023
Q1 		$796K Sell
2,685
-15
-0.6% -$4.42K 0.4% 50
2022
Q4 		$812K Sell
2,700
-30
-1% -$8.75K 0.44% 47
2022
Q3 		$713K Hold
2,730
– – 0.41% 46
2022
Q2 		$769K Buy
+2,730
New +$759K 0.42% 45

Other funds holding CACI

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Intrepid Financial Planning Group's CACI Position: Q3 2026 in Review

Intrepid Financial Planning Group sold out of CACI (CACI) in Q3 2026, closing a stake of 2,016 shares — an estimated $934K sold.

Intrepid Financial Planning Group first reported a position in CACI in Q2 2022 and held it in 17 quarters. The position peaked at $1.26M in Q3 2024. 446 funds tracked by Wall St. Rank hold CACI as of Q3 2026.

  • Intrepid Financial Planning Group reported no remaining CACI position as of Q3 2026 after selling out during the quarter.
  • Intrepid Financial Planning Group sold 2,016 CACI shares in Q3 2026, an estimated $934K.
  • Intrepid Financial Planning Group first reported a position in CACI in Q2 2022 and held it in 17 quarters.
  • Intrepid Financial Planning Group's CACI position peaked at $1.26M in Q3 2024.
  • 446 funds tracked by Wall St. Rank held CACI as of Q3 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q3 2026, filed 12 Nov 2026.