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Clayton Financial Group’s Dollar Tree DLTR Stock Holding History

Clayton Financial Group’s Portfolio DLTR Stock Details DLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.7K Buy
+50
New +$6.22K ﹤0.01% 204
2026
Q2 		– Sell
-12
Closed -$1.31K – 207
2026
Q1 		$1.31K Hold
12
– – ﹤0.01% 528
2025
Q4 		$1.48K Buy
+12
New +$1.29K ﹤0.01% 501

Other funds holding DLTR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Clayton Financial Group's DLTR Position: Q3 2026 in Review

Clayton Financial Group opened a new position in Dollar Tree (DLTR) in Q3 2026: 50 shares worth $5.7K. The stake represents ﹤0.01% of the portfolio and ranks #204 among its holdings. This is a return to the name: Clayton Financial Group previously reported a position in DLTR as recently as Q1 2026.

Clayton Financial Group first reported a position in DLTR in Q4 2025 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold DLTR as of Q3 2026.

  • Clayton Financial Group held 50 shares of Dollar Tree worth $5.7K as of Q3 2026.
  • Dollar Tree was a new Clayton Financial Group position in Q3 2026.
  • Dollar Tree made up ﹤0.01% of Clayton Financial Group's portfolio in Q3 2026, its #204 holding.
  • Clayton Financial Group first reported a position in Dollar Tree in Q4 2025 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2026.

Based on Clayton Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.