SUCCESSION FINANCIAL, INC.’s General Dynamics GD Stock Holding History

SUCCESSION FINANCIAL, INC.’s Portfolio GD Stock Details GD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$279K	Buy	+788	New	+$270K	0.27%	36

Other funds holding GD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SUCCESSION FINANCIAL, INC.'s GD Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in General Dynamics (GD) in Q2 2026: 788 shares worth $279K. The stake represents 0.27% of the portfolio and ranks #36 among its holdings.

1,423 funds tracked by Wall St. Rank hold GD as of Q2 2026.

SUCCESSION FINANCIAL, INC. held 788 shares of General Dynamics worth $279K as of Q2 2026.
General Dynamics was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
General Dynamics made up 0.27% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #36 holding.
1,423 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.