Equitable Trust’s Daily Journal DJCO Stock Holding History

Equitable Trust’s Portfolio DJCO Stock Details DJCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$215K	Sell	333 -333	-50%	-$203K	0.01%	432
2026 Q2	$400K	Hold	666	–	–	0.02%	349
2026 Q1	$321K	Hold	666	–	–	0.01%	393
2025 Q4	$325K	Hold	666	–	–	0.01%	383
2025 Q3	$310K	Hold	666	–	–	0.01%	382
2025 Q2	$281K	Hold	666	–	–	0.01%	388
2025 Q1	$265K	Hold	666	–	–	0.01%	424
2024 Q4	$378K	Hold	666	–	–	0.02%	372
2024 Q3	$326K	Hold	666	–	–	0.02%	378
2024 Q2	$263K	Hold	666	–	–	0.02%	402
2024 Q1	$241K	Hold	666	–	–	0.02%	400
2023 Q4	$227K	Buy	+666	New	+$208K	0.02%	386
2022 Q2	–	Sell	-666	Closed	-$208K	–	400
2022 Q1	$208K	Hold	666	–	–	0.01%	384
2021 Q4	$238K	Hold	666	–	–	0.01%	345
2021 Q3	$214K	Hold	666	–	–	0.01%	343
2021 Q2	$226K	Hold	666	–	–	0.01%	339
2021 Q1	$210K	Hold	666	–	–	0.02%	340
2020 Q4	$270K	Buy	+666	New	+$189K	0.02%	307

Other funds holding DJCO

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Equitable Trust's DJCO Position: Q3 2026 in Review

Equitable Trust reduced its Daily Journal (DJCO) stake by 50% in Q3 2026, selling an estimated $203K and leaving 333 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #432.

Equitable Trust first reported a position in DJCO in Q4 2020 and has held it in 18 quarters since. The position peaked at $400K in Q2 2026. 9 funds tracked by Wall St. Rank hold DJCO as of Q3 2026.

Equitable Trust held 333 shares of Daily Journal worth $215K as of Q3 2026.
Equitable Trust sold 333 Daily Journal shares in Q3 2026, an estimated $203K.
Daily Journal made up 0.01% of Equitable Trust's portfolio in Q3 2026, its #432 holding.
Equitable Trust first reported a position in Daily Journal in Q4 2020 and has held it in 18 quarters since.
Equitable Trust's Daily Journal position peaked at $400K in Q2 2026.
9 funds tracked by Wall St. Rank held Daily Journal as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.