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Bleakley Financial Group’s Dole DOLE Stock Holding History

Bleakley Financial Group’s Portfolio DOLE Stock Details DOLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$244K Buy
17,769
+216
+1% +$3.14K ﹤0.01% 915
2026
Q1 		$251K Sell
17,553
-548
-3% -$8.3K ﹤0.01% 730
2025
Q4 		$271K Buy
+18,101
New +$252K ﹤0.01% 659

Other funds holding DOLE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return

Bleakley Financial Group's DOLE Position: Q2 2026 in Review

Bleakley Financial Group increased its Dole (DOLE) stake by 1.2% in Q2 2026, buying an estimated $3.14K and bringing the position to 17,769 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Bleakley Financial Group first reported a position in DOLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $271K in Q4 2025. 73 funds tracked by Wall St. Rank hold DOLE as of Q2 2026.

  • Bleakley Financial Group held 17,769 shares of Dole worth $244K as of Q2 2026.
  • Bleakley Financial Group bought 216 Dole shares in Q2 2026, an estimated $3.14K.
  • Dole made up ﹤0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #915 holding.
  • Bleakley Financial Group first reported a position in Dole in Q4 2025 and has held it in 3 quarters since.
  • Bleakley Financial Group's Dole position peaked at $271K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Dole as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.