Bayforest Capital’s Dillards DDS Stock Holding History

Bayforest Capital’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 Q3	–	Sell	-77	Closed	-$40.7K	–	955
2026 Q2	$40.7K	Sell	77 -342	-82%	-$198K	0.04%	664
2026 Q1	$240K	Sell	419 -77	-16%	-$48K	0.27%	70
2025 Q4	$301K	Buy	496 +237	+92%	+$149K	0.22%	133
2025 Q3	$159K	Buy	+259	New	+$134K	0.08%	439
2025 Q2	–	Sell	-577	Closed	-$207K	–	783
2025 Q1	$207K	Buy	577 +105	+22%	+$45.2K	0.09%	385
2024 Q4	$204K	Buy	+472	New	+$194K	0.26%	131

Other funds holding DDS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

ClientFirst Wealth Management Little Rock, Arkansas $138M AUM 15% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Bayforest Capital's DDS Position: Q3 2026 in Review

Bayforest Capital sold out of Dillards (DDS) in Q3 2026, closing a stake of 77 shares — an estimated $40.7K sold.

Bayforest Capital first reported a position in DDS in Q4 2024 and held it in 6 quarters. The position peaked at $301K in Q4 2025. 98 funds tracked by Wall St. Rank hold DDS as of Q3 2026.

Bayforest Capital reported no remaining Dillards position as of Q3 2026 after selling out during the quarter.
Bayforest Capital sold 77 Dillards shares in Q3 2026, an estimated $40.7K.
Bayforest Capital first reported a position in Dillards in Q4 2024 and held it in 6 quarters.
Bayforest Capital's Dillards position peaked at $301K in Q4 2025.
98 funds tracked by Wall St. Rank held Dillards as of Q3 2026.

Based on Bayforest Capital's 13F filing for Q3 2026, filed 3 Nov 2026.