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Bay Harbor Wealth Management’s Dream Finders Homes DFH Stock Holding History

Bay Harbor Wealth Management’s Portfolio DFH Stock Details DFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1
Closed -$17 – 1313
2025
Q4 		$17 Buy
+1
New +$20 ﹤0.01% 1300

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VCM
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Geode Capital Management
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ECM
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Bay Harbor Wealth Management's DFH Position: Q1 2026 in Review

Bay Harbor Wealth Management sold out of Dream Finders Homes (DFH) in Q1 2026, closing a stake of 1 share — an estimated $17 sold.

Bay Harbor Wealth Management first reported a position in DFH in Q4 2025 and held it in 1 quarter. The position peaked at $17 in Q4 2025. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

  • Bay Harbor Wealth Management reported no remaining Dream Finders Homes position as of Q1 2026 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 1 Dream Finders Homes share in Q1 2026, an estimated $17.
  • Bay Harbor Wealth Management first reported a position in Dream Finders Homes in Q4 2025 and held it in 1 quarter.
  • Bay Harbor Wealth Management's Dream Finders Homes position peaked at $17 in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.