Key Financial Inc
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Key Financial Inc’s CACI CACI Stock Holding History

Key Financial Inc’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 		$26.8K Hold
44
– – ﹤0.01% 650
2026
Q2 		$20.4K Hold
44
– – ﹤0.01% 725
2026
Q1 		$23.9K Hold
44
– – ﹤0.01% 687
2025
Q4 		$23.4K Hold
44
– – ﹤0.01% 685
2025
Q3 		$22.7K Hold
44
– – ﹤0.01% 684
2025
Q2 		$21K Hold
44
– – ﹤0.01% 683
2025
Q1 		$16.1K Hold
44
– – ﹤0.01% 713
2024
Q4 		$17.8K Hold
44
– – ﹤0.01% 684
2024
Q3 		$22.2K Hold
44
– – ﹤0.01% 632
2024
Q2 		$18.9K Hold
44
– – ﹤0.01% 646
2024
Q1 		$16.7K Hold
44
– – ﹤0.01% 644
2023
Q4 		$14.2K Hold
44
– – ﹤0.01% 656
2023
Q3 		$13.8K Hold
44
– – ﹤0.01% 642
2023
Q2 		$15K Buy
44
+12
+38% +$3.73K 0.01% 644
2023
Q1 		$9.48K Hold
32
– – ﹤0.01% 695
2022
Q4 		$8.35K Hold
32
– – ﹤0.01% 666
2022
Q3 		$8K Buy
+32
New +$9.02K ﹤0.01% 672

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Grandfield & Dodd
Grandfield & Dodd New York $1.87B AUM 27.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Provident Investment Management
Provident Investment Management Novi, Michigan $999M AUM 19.45% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Private Capital Advisors
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Key Financial Inc's CACI Position: Q3 2026 in Review

Key Financial Inc held its CACI (CACI) position steady in Q3 2026 at 44 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Key Financial Inc first reported a position in CACI in Q3 2022 and has held it in 17 quarters since. 234 funds tracked by Wall St. Rank hold CACI as of Q3 2026.

  • Key Financial Inc held 44 shares of CACI worth $26.8K as of Q3 2026.
  • Key Financial Inc left its CACI share count unchanged in Q3 2026.
  • CACI made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #650 holding.
  • Key Financial Inc first reported a position in CACI in Q3 2022 and has held it in 17 quarters since.
  • 234 funds tracked by Wall St. Rank held CACI as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.