JWA
CACI icon

JFS Wealth Advisors’s CACI CACI Stock Holding History

JFS Wealth Advisors’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 		$14.8K Sell
32
-2
-6% -$1.02K ﹤0.01% 848
2026
Q1 		$18.5K Buy
34
+2
+6% +$1.2K ﹤0.01% 755
2025
Q4 		$17.1K Buy
32
+7
+28% +$3.96K ﹤0.01% 798
2025
Q3 		$12.5K Hold
25
– – ﹤0.01% 834
2025
Q2 		$11.9K Buy
25
+1
+4% +$443 ﹤0.01% 806
2025
Q1 		$8.81K Sell
24
-1
-4% -$383 ﹤0.01% 914
2024
Q4 		$10.1K Hold
25
– – ﹤0.01% 845
2024
Q3 		$12.6K Buy
25
+1
+4% +$463 ﹤0.01% 780
2024
Q2 		$10.3K Hold
24
– – ﹤0.01% 788
2024
Q1 		$9.09K Hold
24
– – ﹤0.01% 848
2023
Q4 		$7.77K Hold
24
– – ﹤0.01% 869
2023
Q3 		$7.54K Sell
24
-1
-4% -$334 ﹤0.01% 823
2023
Q2 		$8.52K Hold
25
– – ﹤0.01% 778
2023
Q1 		$7.41K Sell
25
-4
-14% -$1.18K ﹤0.01% 834
2022
Q4 		$8.72K Buy
29
+2
+7% +$583 ﹤0.01% 762
2022
Q3 		$7K Buy
27
+1
+4% +$282 ﹤0.01% 843
2022
Q2 		$7K Buy
26
+4
+18% +$1.11K ﹤0.01% 860
2022
Q1 		$7K Buy
22
+14
+175% +$3.87K ﹤0.01% 906
2021
Q4 		$2K Buy
+8
New +$2.19K ﹤0.01% 1041

Other funds holding CACI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JFS Wealth Advisors's CACI Position: Q2 2026 in Review

JFS Wealth Advisors reduced its CACI (CACI) stake by 5.9% in Q2 2026, selling an estimated $1.02K and leaving 32 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

JFS Wealth Advisors first reported a position in CACI in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.5K in Q1 2026. 613 funds tracked by Wall St. Rank hold CACI as of Q2 2026.

  • JFS Wealth Advisors held 32 shares of CACI worth $14.8K as of Q2 2026.
  • JFS Wealth Advisors sold 2 CACI shares in Q2 2026, an estimated $1.02K.
  • CACI made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #848 holding.
  • JFS Wealth Advisors first reported a position in CACI in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's CACI position peaked at $18.5K in Q1 2026.
  • 613 funds tracked by Wall St. Rank held CACI as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.