CX Institutional
DDS icon

CX Institutional’s Dillards DDS Stock Holding History

CX Institutional’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6K Sell
9
-6,546
-100% -$3.96M ﹤0.01% 1421
2026
Q2 		$3.46M Buy
6,555
+652
+11% +$377K 0.1% 189
2026
Q1 		$3.38M Buy
+5,903
New +$3.68M 0.1% 204

Other funds holding DDS

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Monument Capital Management
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional's DDS Position: Q3 2026 in Review

CX Institutional reduced its Dillards (DDS) stake by 100% in Q3 2026, selling an estimated $3.96M and leaving 9 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

CX Institutional first reported a position in DDS in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.46M in Q2 2026. 38 funds tracked by Wall St. Rank hold DDS as of Q3 2026.

  • CX Institutional held 9 shares of Dillards worth $6K as of Q3 2026.
  • CX Institutional sold 6,546 Dillards shares in Q3 2026, an estimated $3.96M.
  • Dillards made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1421 holding.
  • CX Institutional first reported a position in Dillards in Q1 2026 and has held it in 3 quarters since.
  • CX Institutional's Dillards position peaked at $3.46M in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Dillards as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.