CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s DoubleVerify DV Stock Holding History

CAPTRUST Financial Advisors’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$913K Buy
84,240
+10,742
+15% +$110K ﹤0.01% 1795
2026
Q1 		$698K Buy
73,498
+33,250
+83% +$340K ﹤0.01% 1811
2025
Q4 		$460K Buy
40,248
+2,190
+6% +$24.2K ﹤0.01% 1947
2025
Q3 		$456K Buy
38,058
+2,529
+7% +$37.5K ﹤0.01% 1877
2025
Q2 		$532K Buy
35,529
+11,214
+46% +$154K ﹤0.01% 1699
2025
Q1 		$325K Sell
24,315
-7,765
-24% -$144K ﹤0.01% 1890
2024
Q4 		$616K Sell
32,080
-9,282
-22% -$175K ﹤0.01% 1500
2024
Q3 		$697K Buy
41,362
+15,714
+61% +$300K ﹤0.01% 1406
2024
Q2 		$499K Buy
25,648
+8,785
+52% +$212K ﹤0.01% 1501
2024
Q1 		$593K Sell
16,863
-4,568
-21% -$170K ﹤0.01% 1398
2023
Q4 		$788K Buy
+21,431
New +$668K ﹤0.01% 1419
2022
Q3 		– Sell
-4,510
Closed -$102K – 2595
2022
Q2 		$102K Sell
4,510
-84
-2% -$1.89K ﹤0.01% 2182
2022
Q1 		$116K Buy
4,594
+61
+1% +$1.59K ﹤0.01% 2157
2021
Q4 		$151K Sell
4,533
-162
-3% -$5.4K ﹤0.01% 1844
2021
Q3 		$160K Buy
+4,695
New +$166K ﹤0.01% 1724

Other funds holding DV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

CAPTRUST Financial Advisors's DV Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its DoubleVerify (DV) stake by 15% in Q2 2026, buying an estimated $110K and bringing the position to 84,240 shares worth $913K. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

CAPTRUST Financial Advisors first reported a position in DV in Q3 2021 and has held it in 15 quarters since. 318 funds tracked by Wall St. Rank hold DV as of Q2 2026.

  • CAPTRUST Financial Advisors held 84,240 shares of DoubleVerify worth $913K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 10,742 DoubleVerify shares in Q2 2026, an estimated $110K.
  • DoubleVerify made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1795 holding.
  • CAPTRUST Financial Advisors first reported a position in DoubleVerify in Q3 2021 and has held it in 15 quarters since.
  • 318 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.