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Allworth Financial’s Dole DOLE Stock Holding History

Allworth Financial’s Portfolio DOLE Stock Details DOLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.97K Sell
289
-96
-25% -$1.4K ﹤0.01% 4237
2026
Q1 		$5.5K Buy
385
+158
+70% +$2.39K ﹤0.01% 3905
2025
Q4 		$3.4K Buy
227
+1
+0.4% +$14 ﹤0.01% 3915
2025
Q3 		$3.04K Buy
226
+154
+214% +$2.16K ﹤0.01% 3814
2025
Q2 		$1.01K Buy
+72
New +$1.02K ﹤0.01% 3958

Other funds holding DOLE

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
PC
Panview Capital Hong Kong $568M AUM 92.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allworth Financial's DOLE Position: Q2 2026 in Review

Allworth Financial reduced its Dole (DOLE) stake by 25% in Q2 2026, selling an estimated $1.4K and leaving 289 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #4237.

Allworth Financial first reported a position in DOLE in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.5K in Q1 2026. 211 funds tracked by Wall St. Rank hold DOLE as of Q2 2026.

  • Allworth Financial held 289 shares of Dole worth $3.97K as of Q2 2026.
  • Allworth Financial sold 96 Dole shares in Q2 2026, an estimated $1.4K.
  • Dole made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4237 holding.
  • Allworth Financial first reported a position in Dole in Q2 2025 and has held it in 5 quarters since.
  • Allworth Financial's Dole position peaked at $5.5K in Q1 2026.
  • 211 funds tracked by Wall St. Rank held Dole as of Q2 2026.

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