AF
DAN icon

Allworth Financial’s Dana Inc DAN Stock Holding History

Allworth Financial’s Portfolio DAN Stock Details DAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.55K Sell
314
-92
-23% -$3.14K ﹤0.01% 3817
2026
Q1 		$13.7K Buy
406
+65
+19% +$2.03K ﹤0.01% 3274
2025
Q4 		$8.1K Buy
341
+122
+56% +$2.58K ﹤0.01% 3412
2025
Q3 		$4.39K Buy
219
+8
+4% +$148 ﹤0.01% 3626
2025
Q2 		$3.62K Buy
211
+87
+70% +$1.3K ﹤0.01% 3440
2025
Q1 		$1.55K Sell
124
-1,480
-92% -$21.3K ﹤0.01% 3306
2024
Q4 		$21.4K Buy
1,604
+1,510
+1,606% +$15.7K ﹤0.01% 2047
2024
Q3 		$993 Sell
94
-300
-76% -$3.31K ﹤0.01% 3219
2024
Q2 		$4.7K Sell
394
-10
-2% -$130 ﹤0.01% 2555
2024
Q1 		$5.13K Buy
404
+59
+17% +$765 ﹤0.01% 2397
2023
Q4 		$5.04K Buy
345
+253
+275% +$3.36K ﹤0.01% 2279
2023
Q3 		$1.35K Buy
92
+79
+608% +$1.32K ﹤0.01% 2727
2023
Q2 		$221 Buy
13
+3
+30% +$44 ﹤0.01% 3078
2023
Q1 		$151 Sell
10
-58
-85% -$949 ﹤0.01% 3059
2022
Q4 		$1.03K Buy
+68
New +$1.05K ﹤0.01% 2466
2022
Q3 		– Sell
-24
Closed – – 2743
2022
Q2 		$0 Buy
+24
New +$372 ﹤0.01% 2476
2020
Q2 		– Sell
-500
Closed -$4K – 1210
2020
Q1 		$4K Buy
+500
New +$6.9K ﹤0.01% 914

Other funds holding DAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
NAS
Nykredit A/S Nordhavn, Denmark $31.8B AUM
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return

Allworth Financial's DAN Position: Q2 2026 in Review

Allworth Financial reduced its Dana Inc (DAN) stake by 23% in Q2 2026, selling an estimated $3.14K and leaving 314 shares worth $8.55K. The position accounts for ﹤0.01% of the portfolio, ranked #3817.

Allworth Financial first reported a position in DAN in Q1 2020 and has held it in 17 quarters since. The position peaked at $21.4K in Q4 2024. 339 funds tracked by Wall St. Rank hold DAN as of Q2 2026.

  • Allworth Financial held 314 shares of Dana Inc worth $8.55K as of Q2 2026.
  • Allworth Financial sold 92 Dana Inc shares in Q2 2026, an estimated $3.14K.
  • Dana Inc made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3817 holding.
  • Allworth Financial first reported a position in Dana Inc in Q1 2020 and has held it in 17 quarters since.
  • Allworth Financial's Dana Inc position peaked at $21.4K in Q4 2024.
  • 339 funds tracked by Wall St. Rank held Dana Inc as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.