BWM
DHIL

BCGM Wealth Management’s Diamond Hill DHIL Stock Holding History

BCGM Wealth Management’s Portfolio DHIL Stock Details DHIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.78M Sell
33,593
-186
-0.6% -$31.9K 1.45% 17
2025
Q4 		$5.73M Buy
33,779
+13,385
+66% +$1.85M 1.46% 18
2025
Q3 		$2.86M Buy
20,394
+719
+4% +$105K 0.74% 42
2025
Q2 		$2.86M Buy
19,675
+105
+0.5% +$14.4K 0.81% 42
2025
Q1 		$2.8M Buy
19,570
+36
+0.2% +$5.32K 0.86% 37
2024
Q4 		$3.03M Buy
19,534
+615
+3% +$98.5K 0.96% 34
2024
Q3 		$3.06M Buy
18,919
+281
+2% +$43.2K 0.99% 31
2024
Q2 		$2.62M Buy
18,638
+529
+3% +$79.5K 0.91% 34
2024
Q1 		$2.79M Buy
18,109
+1,203
+7% +$187K 1% 33
2023
Q4 		$2.8M Buy
16,906
+245
+1% +$39.7K 1.14% 26
2023
Q3 		$2.81M Buy
16,661
+702
+4% +$121K 1.29% 20
2023
Q2 		$2.73M Buy
15,959
+3,579
+29% +$595K 1.2% 20
2023
Q1 		$2.04M Sell
12,380
-797
-6% -$142K 1.03% 29
2022
Q4 		$2.44M Buy
13,177
+411
+3% +$72.9K 1.19% 20
2022
Q3 		$2.27M Buy
12,766
+1,902
+18% +$337K 1.13% 22
2022
Q2 		$2.08M Buy
10,864
+1,283
+13% +$228K 1.05% 22
2022
Q1 		$1.61M Buy
9,581
+1,716
+22% +$319K 0.88% 28
2021
Q4 		$1.53M Buy
7,865
+909
+13% +$182K 0.82% 25
2021
Q3 		$1.51M Buy
6,956
+1,093
+19% +$191K 0.84% 24
2021
Q2 		$1.01M Buy
5,863
+708
+14% +$121K 0.6% 37
2021
Q1 		$818K Buy
5,155
+1,136
+28% +$175K 0.56% 40
2020
Q4 		$579K Buy
+4,019
New +$586K 0.41% 44

Other funds holding DHIL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BCGM Wealth Management's DHIL Position: Q1 2026 in Review

BCGM Wealth Management reduced its Diamond Hill (DHIL) stake by 0.55% in Q1 2026, selling an estimated $31.9K and leaving 33,593 shares worth $5.78M. The position accounts for 1.45% of the portfolio, ranked #17.

BCGM Wealth Management first reported a position in DHIL in Q4 2020 and has held it in 22 quarters since. 160 funds tracked by Wall St. Rank hold DHIL as of Q1 2026.

  • BCGM Wealth Management held 33,593 shares of Diamond Hill worth $5.78M as of Q1 2026.
  • BCGM Wealth Management sold 186 Diamond Hill shares in Q1 2026, an estimated $31.9K.
  • Diamond Hill made up 1.45% of BCGM Wealth Management's portfolio in Q1 2026, its #17 holding.
  • BCGM Wealth Management first reported a position in Diamond Hill in Q4 2020 and has held it in 22 quarters since.
  • 160 funds tracked by Wall St. Rank held Diamond Hill as of Q1 2026.

Based on BCGM Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.