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CFG Wealth Management Services’s DXP Enterprises DXPE Stock Holding History

CFG Wealth Management Services’s Portfolio DXPE Stock Details DXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-720
Closed -$101K – 101
2026
Q1 		$101K Buy
+720
New +$96.5K 0.09% 71

Other funds holding DXPE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CFG Wealth Management Services's DXPE Position: Q2 2026 in Review

CFG Wealth Management Services sold out of DXP Enterprises (DXPE) in Q2 2026, closing a stake of 720 shares — an estimated $101K sold.

CFG Wealth Management Services first reported a position in DXPE in Q1 2026 and held it in 1 quarter. The position peaked at $101K in Q1 2026. 251 funds tracked by Wall St. Rank hold DXPE as of Q2 2026.

  • CFG Wealth Management Services reported no remaining DXP Enterprises position as of Q2 2026 after selling out during the quarter.
  • CFG Wealth Management Services sold 720 DXP Enterprises shares in Q2 2026, an estimated $101K.
  • CFG Wealth Management Services first reported a position in DXP Enterprises in Q1 2026 and held it in 1 quarter.
  • CFG Wealth Management Services's DXP Enterprises position peaked at $101K in Q1 2026.
  • 251 funds tracked by Wall St. Rank held DXP Enterprises as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.