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Essential Partners’s Distribution Solutions Group DSGR Stock Holding History

Essential Partners’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
Q3 		$768 Buy
22
+21
+2,100% +$705 ﹤0.01% 2279
2026
Q2 		$27 Sell
1
-24
-96% -$655 ﹤0.01% 2818
2026
Q1 		$656 Buy
+25
New +$699 ﹤0.01% 2353

Other funds holding DSGR

AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's DSGR Position: Q3 2026 in Review

Essential Partners increased its Distribution Solutions Group (DSGR) stake by 2,100% in Q3 2026, buying an estimated $705 and bringing the position to 22 shares worth $768. The position accounts for ﹤0.01% of the portfolio, ranked #2279.

Essential Partners first reported a position in DSGR in Q1 2026 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold DSGR as of Q3 2026.

  • Essential Partners held 22 shares of Distribution Solutions Group worth $768 as of Q3 2026.
  • Essential Partners bought 21 Distribution Solutions Group shares in Q3 2026, an estimated $705.
  • Distribution Solutions Group made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2279 holding.
  • Essential Partners first reported a position in Distribution Solutions Group in Q1 2026 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.