LWMI
DAIC

Legacy Wealth Management (Idaho)’s CID HoldCo Inc DAIC Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio DAIC Stock Details DAIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-824
Closed -$9.24K – 1080
2025
Q4 		$9.24K Buy
+824
New +$42.5K ﹤0.01% 436

Other funds holding DAIC

BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.4% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DF
DecisionPoint Financial Mesa, Arizona $540M AUM 17.26% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s DAIC Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) sold out of CID HoldCo Inc (DAIC) in Q1 2026, closing a stake of 824 shares — an estimated $9.24K sold.

Legacy Wealth Management (Idaho) first reported a position in DAIC in Q4 2025 and held it in 1 quarter. The position peaked at $9.24K in Q4 2025. 29 funds tracked by Wall St. Rank hold DAIC as of Q1 2026.

  • Legacy Wealth Management (Idaho) reported no remaining CID HoldCo Inc position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 824 CID HoldCo Inc shares in Q1 2026, an estimated $9.24K.
  • Legacy Wealth Management (Idaho) first reported a position in CID HoldCo Inc in Q4 2025 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s CID HoldCo Inc position peaked at $9.24K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held CID HoldCo Inc as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.