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Alongside’s Polen International Dividend Income Fund IDVZ Stock Holding History

Alongside’s Portfolio IDVZ Stock Details IDVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$29.4M Buy
+891,882
New +$30.7M 3.26% 4

Other funds holding IDVZ

49 Wealth Management
49 Wealth Management Austin, Texas $1.66B AUM 9.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Financial Gravity Asset Management
Financial Gravity Asset Management Lakeway, Texas $621M AUM

Alongside's IDVZ Position: Q3 2026 in Review

Alongside opened a new position in Polen International Dividend Income Fund (IDVZ) in Q3 2026: 891,882 shares worth $29.4M. The stake represents 3.26% of the portfolio and ranks #4 among its holdings.

7 funds tracked by Wall St. Rank hold IDVZ as of Q3 2026.

  • Alongside held 891,882 shares of Polen International Dividend Income Fund worth $29.4M as of Q3 2026.
  • Polen International Dividend Income Fund was a new Alongside position in Q3 2026.
  • Polen International Dividend Income Fund made up 3.26% of Alongside's portfolio in Q3 2026, its #4 holding.
  • 7 funds tracked by Wall St. Rank held Polen International Dividend Income Fund as of Q3 2026.

Based on Alongside's 13F filing for Q3 2026, filed 13 Nov 2026.