CI
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CX Institutional’s Dolby DLB Stock Holding History

CX Institutional’s Portfolio DLB Stock Details DLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$768K Buy
13,074
+347
+3% +$20K 0.02% 383
2026
Q2 		$669K Buy
12,727
+1,605
+14% +$92.1K 0.02% 400
2026
Q1 		$668K Buy
+11,122
New +$703K 0.02% 406
2023
Q1 		– Sell
-18,914
Closed -$1.33M – 498
2022
Q4 		$1.33M Buy
+18,914
New +$1.3M 0.08% 240

Other funds holding DLB

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

CX Institutional's DLB Position: Q3 2026 in Review

CX Institutional increased its Dolby (DLB) stake by 2.7% in Q3 2026, buying an estimated $20K and bringing the position to 13,074 shares worth $768K. The position accounts for 0.02% of the portfolio, ranked #383.

CX Institutional first reported a position in DLB in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.33M in Q4 2022. 11 funds tracked by Wall St. Rank hold DLB as of Q3 2026.

  • CX Institutional held 13,074 shares of Dolby worth $768K as of Q3 2026.
  • CX Institutional bought 347 Dolby shares in Q3 2026, an estimated $20K.
  • Dolby made up 0.02% of CX Institutional's portfolio in Q3 2026, its #383 holding.
  • CX Institutional first reported a position in Dolby in Q4 2022 and has held it in 4 quarters since.
  • CX Institutional's Dolby position peaked at $1.33M in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Dolby as of Q3 2026.

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