KWM
EGAN icon

Kassira Wealth Management’s eGain EGAN Stock Holding History

Kassira Wealth Management’s Portfolio EGAN Stock Details EGAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$919K Buy
145,932
+970
+0.7% +$7.11K 0.74% 37
2026
Q1 		$1.14M Buy
+144,962
New +$1.4M 1.05% 32

Other funds holding EGAN

OCMI
Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kassira Wealth Management's EGAN Position: Q2 2026 in Review

Kassira Wealth Management increased its eGain (EGAN) stake by 0.67% in Q2 2026, buying an estimated $7.11K and bringing the position to 145,932 shares worth $919K. The position accounts for 0.74% of the portfolio, ranked #37.

Kassira Wealth Management first reported a position in EGAN in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.14M in Q1 2026. 106 funds tracked by Wall St. Rank hold EGAN as of Q2 2026.

  • Kassira Wealth Management held 145,932 shares of eGain worth $919K as of Q2 2026.
  • Kassira Wealth Management bought 970 eGain shares in Q2 2026, an estimated $7.11K.
  • eGain made up 0.74% of Kassira Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Kassira Wealth Management first reported a position in eGain in Q1 2026 and has held it in 2 quarters since.
  • Kassira Wealth Management's eGain position peaked at $1.14M in Q1 2026.
  • 106 funds tracked by Wall St. Rank held eGain as of Q2 2026.

Based on Kassira Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.