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Advisory Research’s Daily Journal DJCO Stock Holding History

Advisory Research’s Portfolio DJCO Stock Details DJCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25M Sell
41,510
-363
-0.9% -$189K 2.49% 10
2026
Q1 		$20.2M Sell
41,873
-23,691
-36% -$13M 2.48% 11
2025
Q4 		$32M Buy
65,564
+8,097
+14% +$3.6M 4.02% 4
2025
Q3 		$26.7M Buy
57,467
+19,627
+52% +$8.5M 3.51% 7
2025
Q2 		$16M Buy
37,840
+3,070
+9% +$1.23M 2.45% 11
2025
Q1 		$13.8M Buy
+34,770
New +$15M 2.44% 10

Other funds holding DJCO

RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Advisory Research's DJCO Position: Q2 2026 in Review

Advisory Research reduced its Daily Journal (DJCO) stake by 0.87% in Q2 2026, selling an estimated $189K and leaving 41,510 shares worth $25M. The position accounts for 2.49% of the portfolio, ranked #10.

Advisory Research first reported a position in DJCO in Q1 2025 and has held it in 6 quarters since. The position peaked at $32M in Q4 2025. 132 funds tracked by Wall St. Rank hold DJCO as of Q2 2026.

  • Advisory Research held 41,510 shares of Daily Journal worth $25M as of Q2 2026.
  • Advisory Research sold 363 Daily Journal shares in Q2 2026, an estimated $189K.
  • Daily Journal made up 2.49% of Advisory Research's portfolio in Q2 2026, its #10 holding.
  • Advisory Research first reported a position in Daily Journal in Q1 2025 and has held it in 6 quarters since.
  • Advisory Research's Daily Journal position peaked at $32M in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Daily Journal as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.