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Atlantic Edge Private Wealth Management’s Dillards DDS Stock Holding History

Atlantic Edge Private Wealth Management’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.7K Hold
60
– – 0.01% 297
2026
Q1 		$34.3K Hold
60
– – 0.01% 271
2025
Q4 		$36.4K Hold
60
– – 0.01% 253
2025
Q3 		$36.9K Hold
60
– – 0.01% 237
2025
Q2 		$25.1K Hold
60
– – 0.01% 277
2025
Q1 		$21.5K Hold
60
– – 0.01% 275
2024
Q4 		$25.9K Hold
60
– – 0.01% 247
2024
Q3 		$23K Hold
60
– – 0.01% 253
2024
Q2 		$26.4K Buy
+60
New +$25.9K 0.01% 230

Other funds holding DDS

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

Atlantic Edge Private Wealth Management's DDS Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Dillards (DDS) position steady in Q2 2026 at 60 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #297.

Atlantic Edge Private Wealth Management first reported a position in DDS in Q2 2024 and has held it in 9 quarters since. The position peaked at $36.9K in Q3 2025. 69 funds tracked by Wall St. Rank hold DDS as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 60 shares of Dillards worth $31.7K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its Dillards share count unchanged in Q2 2026.
  • Dillards made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #297 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Dillards in Q2 2024 and has held it in 9 quarters since.
  • Atlantic Edge Private Wealth Management's Dillards position peaked at $36.9K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Dillards as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.