BWM
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Baron Wealth Management’s Dillards DDS Stock Holding History

Baron 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 		$356K Sell
674
-5
-0.7% -$2.89K 0.09% 170
2026
Q1 		$389K Buy
679
+10
+1% +$6.24K 0.12% 142
2025
Q4 		$406K Buy
669
+9
+1% +$5.67K 0.13% 128
2025
Q3 		$406K Buy
660
+33
+5% +$17.1K 0.13% 113
2025
Q2 		$262K Buy
+627
New +$234K 0.09% 162

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
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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Baron Wealth Management's DDS Position: Q2 2026 in Review

Baron Wealth Management reduced its Dillards (DDS) stake by 0.74% in Q2 2026, selling an estimated $2.89K and leaving 674 shares worth $356K. The position accounts for 0.09% of the portfolio, ranked #170.

Baron Wealth Management first reported a position in DDS in Q2 2025 and has held it in 5 quarters since. The position peaked at $406K in Q4 2025. 27 funds tracked by Wall St. Rank hold DDS as of Q2 2026.

  • Baron Wealth Management held 674 shares of Dillards worth $356K as of Q2 2026.
  • Baron Wealth Management sold 5 Dillards shares in Q2 2026, an estimated $2.89K.
  • Dillards made up 0.09% of Baron Wealth Management's portfolio in Q2 2026, its #170 holding.
  • Baron Wealth Management first reported a position in Dillards in Q2 2025 and has held it in 5 quarters since.
  • Baron Wealth Management's Dillards position peaked at $406K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Dillards as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.