Douglas Lane & Associates’s Distribution Solutions Group DSGR Stock Holding History

Douglas Lane & Associates’s Portfolio DSGR Stock Details DSGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$256K	Hold	9,350	–	–	﹤0.01%	234
2026 Q1	$245K	Sell	9,350 -1,000	-10%	-$28K	﹤0.01%	222
2025 Q4	$283K	Sell	10,350 -3,650	-26%	-$103K	﹤0.01%	216
2025 Q3	$421K	Buy	+14,000	New	+$427K	0.01%	186

Other funds holding DSGR

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Douglas Lane & Associates's DSGR Position: Q2 2026 in Review

Douglas Lane & Associates held its Distribution Solutions Group (DSGR) position steady in Q2 2026 at 9,350 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Douglas Lane & Associates first reported a position in DSGR in Q3 2025 and has held it in 4 quarters since. The position peaked at $421K in Q3 2025. 4 funds tracked by Wall St. Rank hold DSGR as of Q2 2026.

Douglas Lane & Associates held 9,350 shares of Distribution Solutions Group worth $256K as of Q2 2026.
Douglas Lane & Associates left its Distribution Solutions Group share count unchanged in Q2 2026.
Distribution Solutions Group made up ﹤0.01% of Douglas Lane & Associates's portfolio in Q2 2026, its #234 holding.
Douglas Lane & Associates first reported a position in Distribution Solutions Group in Q3 2025 and has held it in 4 quarters since.
Douglas Lane & Associates's Distribution Solutions Group position peaked at $421K in Q3 2025.
4 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.