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Clayton Financial Group’s Dow Inc DOW Stock Holding History

Clayton Financial Group’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-127
Closed -$5.29K – 211
2026
Q1 		$5.29K Hold
127
– – ﹤0.01% 304
2025
Q4 		$2.97K Buy
+127
New +$2.92K ﹤0.01% 391

Other funds holding DOW

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Clayton Financial Group's DOW Position: Q2 2026 in Review

Clayton Financial Group sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 127 shares — an estimated $5.29K sold.

Clayton Financial Group first reported a position in DOW in Q4 2025 and held it in 2 quarters. The position peaked at $5.29K in Q1 2026. 468 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Clayton Financial Group reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 127 Dow Inc shares in Q2 2026, an estimated $5.29K.
  • Clayton Financial Group first reported a position in Dow Inc in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Dow Inc position peaked at $5.29K in Q1 2026.
  • 468 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.