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Econ Financial Services’s Dow Inc DOW Stock Holding History

Econ Financial Services’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.06M Buy
75,472
+35,094
+87% +$1.27M 0.96% 44
2026
Q1 		$1.68M Sell
40,378
-66,693
-62% -$2.12M 0.78% 47
2025
Q4 		$2.5M Sell
107,071
-35,222
-25% -$810K 1.26% 33
2025
Q3 		$3.26M Buy
142,293
+78,715
+124% +$1.96M 1.63% 19
2025
Q2 		$1.68M Buy
+63,578
New +$1.85M 0.87% 42
2024
Q4 		– Sell
-46,510
Closed -$2.54M – 88
2024
Q3 		$2.54M Buy
46,510
+25,625
+123% +$1.35M 1.42% 14
2024
Q2 		$1.11M Buy
20,885
+386
+2% +$22.1K 0.69% 55
2024
Q1 		$1.19M Sell
20,499
-30,900
-60% -$1.71M 0.74% 46
2023
Q4 		$2.82M Buy
51,399
+13,424
+35% +$686K 1.98% 16
2023
Q3 		$1.96M Buy
+37,975
New +$2.04M 1.43% 19
2023
Q1 		– Sell
-46,015
Closed -$2.32M – 87
2022
Q4 		$2.32M Sell
46,015
-613
-1% -$29.9K 2.35% 20
2022
Q3 		$2.05M Buy
46,628
+32,559
+231% +$1.65M 1.69% 25
2022
Q2 		$726K Sell
14,069
-23,177
-62% -$1.48M 0.59% 44
2022
Q1 		$2.37M Buy
37,246
+22,409
+151% +$1.35M 1.76% 24
2021
Q4 		$842K Buy
+14,837
New +$846K 0.62% 50

Other funds holding DOW

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Econ Financial Services's DOW Position: Q2 2026 in Review

Econ Financial Services increased its Dow Inc (DOW) stake by 87% in Q2 2026, buying an estimated $1.27M and bringing the position to 75,472 shares worth $2.06M. The position accounts for 0.96% of the portfolio, ranked #44.

Econ Financial Services first reported a position in DOW in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.26M in Q3 2025. 497 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Econ Financial Services held 75,472 shares of Dow Inc worth $2.06M as of Q2 2026.
  • Econ Financial Services bought 35,094 Dow Inc shares in Q2 2026, an estimated $1.27M.
  • Dow Inc made up 0.96% of Econ Financial Services's portfolio in Q2 2026, its #44 holding.
  • Econ Financial Services first reported a position in Dow Inc in Q4 2021 and has held it in 15 quarters since.
  • Econ Financial Services's Dow Inc position peaked at $3.26M in Q3 2025.
  • 497 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.