AWM
DJCO icon

AE Wealth Management’s Daily Journal DJCO Stock Holding History

AE Wealth Management’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 		$766K Buy
1,274
+193
+18% +$100K ﹤0.01% 1022
2026
Q1 		$521K Buy
+1,081
New +$591K ﹤0.01% 1092

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
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 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

AE Wealth Management's DJCO Position: Q2 2026 in Review

AE Wealth Management increased its Daily Journal (DJCO) stake by 18% in Q2 2026, buying an estimated $100K and bringing the position to 1,274 shares worth $766K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

AE Wealth Management first reported a position in DJCO in Q1 2026 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold DJCO as of Q2 2026.

  • AE Wealth Management held 1,274 shares of Daily Journal worth $766K as of Q2 2026.
  • AE Wealth Management bought 193 Daily Journal shares in Q2 2026, an estimated $100K.
  • Daily Journal made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1022 holding.
  • AE Wealth Management first reported a position in Daily Journal in Q1 2026 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Daily Journal as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.