DFG
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Dupree Financial Group’s Curtiss-Wright CW Stock Holding History

Dupree Financial Group’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-276
Closed -$209K – 82
2026
Q2 		$209K Buy
+276
New +$202K 0.08% 80

Other funds holding CW

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BIA
Baer Investment Advisory Corte Madera, California $126M AUM 23.69% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Dupree Financial Group's CW Position: Q3 2026 in Review

Dupree Financial Group sold out of Curtiss-Wright (CW) in Q3 2026, closing a stake of 276 shares — an estimated $209K sold.

Dupree Financial Group first reported a position in CW in Q2 2026 and held it in 1 quarter. The position peaked at $209K in Q2 2026. 33 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • Dupree Financial Group reported no remaining Curtiss-Wright position as of Q3 2026 after selling out during the quarter.
  • Dupree Financial Group sold 276 Curtiss-Wright shares in Q3 2026, an estimated $209K.
  • Dupree Financial Group first reported a position in Curtiss-Wright in Q2 2026 and held it in 1 quarter.
  • Dupree Financial Group's Curtiss-Wright position peaked at $209K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on Dupree Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.