Center for Financial Planning’s Dana Inc DAN Stock Holding History

Center for Financial Planning’s Portfolio DAN Stock Details DAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$653K	Hold	24,000	–	–	0.06%	98
2026 Q1	$808K	Hold	24,000	–	–	0.08%	78
2025 Q4	$570K	Hold	24,000	–	–	0.06%	99
2025 Q3	$481K	Hold	24,000	–	–	0.05%	114
2025 Q2	$412K	Hold	24,000	–	–	0.05%	119
2025 Q1	$320K	Hold	24,000	–	–	0.04%	128
2024 Q4	$277K	Hold	24,000	–	–	0.04%	131
2024 Q3	$253K	Hold	24,000	–	–	0.03%	136
2024 Q2	$291K	Hold	24,000	–	–	0.04%	121
2024 Q1	$305K	Hold	24,000	–	–	0.05%	120
2023 Q4	$351K	Hold	24,000	–	–	0.06%	105
2023 Q3	$352K	Hold	24,000	–	–	0.08%	98
2023 Q2	$408K	Hold	24,000	–	–	0.09%	88
2023 Q1	$361K	Hold	24,000	–	–	0.08%	97
2022 Q4	$363K	Hold	24,000	–	–	0.09%	94
2022 Q3	$274K	Hold	24,000	–	–	0.07%	99
2022 Q2	$338K	Hold	24,000	–	–	0.09%	92
2022 Q1	$422K	Hold	24,000	–	–	0.09%	89
2021 Q4	$548K	Hold	24,000	–	–	0.11%	78
2021 Q3	$534K	Hold	24,000	–	–	0.13%	74
2021 Q2	$570K	Hold	24,000	–	–	0.14%	76
2021 Q1	$584K	Hold	24,000	–	–	0.15%	72
2020 Q4	$468K	Hold	24,000	–	–	0.13%	74
2020 Q3	$296K	Hold	24,000	–	–	0.1%	89
2020 Q2	$293K	Hold	24,000	–	–	0.1%	88
2020 Q1	$187K	Hold	24,000	–	–	0.06%	109
2019 Q4	$437K	Buy	+24,000	New	+$400K	0.11%	78

Other funds holding DAN

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Center for Financial Planning's DAN Position: Q2 2026 in Review

Center for Financial Planning held its Dana Inc (DAN) position steady in Q2 2026 at 24,000 shares worth $653K. The position accounts for 0.06% of the portfolio, ranked #98.

Center for Financial Planning first reported a position in DAN in Q4 2019 and has held it in 27 quarters since. The position peaked at $808K in Q1 2026. 54 funds tracked by Wall St. Rank hold DAN as of Q2 2026.

Center for Financial Planning held 24,000 shares of Dana Inc worth $653K as of Q2 2026.
Center for Financial Planning left its Dana Inc share count unchanged in Q2 2026.
Dana Inc made up 0.06% of Center for Financial Planning's portfolio in Q2 2026, its #98 holding.
Center for Financial Planning first reported a position in Dana Inc in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Dana Inc position peaked at $808K in Q1 2026.
54 funds tracked by Wall St. Rank held Dana Inc as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.