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 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

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Equitable Trust's DJCO Position: Q1 2026 in Review

Equitable Trust held its Daily Journal (DJCO) position steady in Q1 2026 at 666 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #393.

Equitable Trust first reported a position in DJCO in Q4 2020 and has held it in 16 quarters since. The position peaked at $378K in Q4 2024. 135 funds tracked by Wall St. Rank hold DJCO as of Q1 2026.

Equitable Trust held 666 shares of Daily Journal worth $321K as of Q1 2026.
Equitable Trust left its Daily Journal share count unchanged in Q1 2026.
Daily Journal made up 0.01% of Equitable Trust's portfolio in Q1 2026, its #393 holding.
Equitable Trust first reported a position in Daily Journal in Q4 2020 and has held it in 16 quarters since.
Equitable Trust's Daily Journal position peaked at $378K in Q4 2024.
135 funds tracked by Wall St. Rank held Daily Journal as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.