CFI
DXYZ

CARLSON FINANCIAL, INC.’s Destiny Tech100 DXYZ Stock Holding History

CARLSON FINANCIAL, INC.’s Portfolio DXYZ Stock Details DXYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,034
Closed -$269K – 204
2026
Q1 		$269K Buy
10,034
+35
+0.4% +$1.01K 0.16% 136
2025
Q4 		$306K Buy
+9,999
New +$268K 0.18% 132

Other funds holding DXYZ

JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 374.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s DXYZ Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. sold out of Destiny Tech100 (DXYZ) in Q2 2026, closing a stake of 10,034 shares — an estimated $269K sold.

CARLSON FINANCIAL, INC. first reported a position in DXYZ in Q4 2025 and held it in 2 quarters. The position peaked at $306K in Q4 2025. 153 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • CARLSON FINANCIAL, INC. reported no remaining Destiny Tech100 position as of Q2 2026 after selling out during the quarter.
  • CARLSON FINANCIAL, INC. sold 10,034 Destiny Tech100 shares in Q2 2026, an estimated $269K.
  • CARLSON FINANCIAL, INC. first reported a position in Destiny Tech100 in Q4 2025 and held it in 2 quarters.
  • CARLSON FINANCIAL, INC.'s Destiny Tech100 position peaked at $306K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.