CFFP
DSS icon

Center for Financial Planning’s DSS Inc DSS Stock Holding History

Center for Financial Planning’s Portfolio DSS Stock Details DSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1 Hold
1
– – ﹤0.01% 665
2026
Q1 		$1 Hold
1
– – ﹤0.01% 657
2025
Q4 		$1 Hold
1
– – ﹤0.01% 702
2025
Q3 		$2 Hold
1
– – ﹤0.01% 660
2025
Q2 		$1 Hold
1
– – ﹤0.01% 647
2025
Q1 		$1 Hold
1
– – ﹤0.01% 700
2024
Q4 		$1 Hold
1
– – ﹤0.01% 675
2024
Q3 		$2 Hold
1
– – ﹤0.01% 580
2024
Q2 		$2 Hold
1
– – ﹤0.01% 585
2024
Q1 		$2 Buy
+1
New +$2 ﹤0.01% 608
2023
Q4 		– Hold
0
– -$1 – 531
2023
Q3 		– Hold
0
– – – 518
2023
Q2 		– Hold
0
– – – 572
2023
Q1 		– Hold
0
– – – 537
2022
Q4 		– Hold
0
– – – 575
2022
Q3 		– Hold
0
– – – 646
2022
Q2 		– Hold
0
– – – 538
2022
Q1 		– Hold
0
– – – 545
2021
Q4 		– Hold
0
– – – 545
2021
Q3 		– Hold
0
– – – 500
2021
Q2 		– Hold
0
– – – 509
2021
Q1 		– Hold
0
– – – 529
2020
Q4 		– Hold
0
– – – 469
2020
Q3 		– Hold
0
– – – 451
2020
Q2 		– Hold
0
– – – 488
2020
Q1 		– Hold
0
– – – 576
2019
Q4 		– Hold
0
– – – 457

Other funds holding DSS

HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Center for Financial Planning held its DSS Inc (DSS) position steady in Q2 2026 at 1 share worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Center for Financial Planning first reported a position in DSS in Q1 2024 and has held it in 10 quarters since. The position peaked at $2 in Q3 2025. 16 funds tracked by Wall St. Rank hold DSS as of Q2 2026.

  • Center for Financial Planning held 1 share of DSS Inc worth $1 as of Q2 2026.
  • Center for Financial Planning left its DSS Inc share count unchanged in Q2 2026.
  • DSS Inc made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #665 holding.
  • Center for Financial Planning first reported a position in DSS Inc in Q1 2024 and has held it in 10 quarters since.
  • Center for Financial Planning's DSS Inc position peaked at $2 in Q3 2025.
  • 16 funds tracked by Wall St. Rank held DSS Inc as of Q2 2026.

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