FDS
SFIX

First Dallas Securities’s Stitch Fix SFIX Stock Holding History

First Dallas Securities’s Portfolio SFIX Stock Details SFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41.1K Sell
10,000
-1,500
-13% -$5.46K 0.01% 125
2026
Q1 		$38.1K Buy
+11,500
New +$46.9K 0.01% 118
2025
Q3 		– Sell
-10,000
Closed -$37K – 123
2025
Q2 		$37K Buy
+10,000
New +$37.4K 0.01% 122

Other funds holding SFIX

DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $57.9M AUM 1.94% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Dallas Securities's SFIX Position: Q2 2026 in Review

First Dallas Securities reduced its Stitch Fix (SFIX) stake by 13% in Q2 2026, selling an estimated $5.46K and leaving 10,000 shares worth $41.1K. The position accounts for 0.01% of the portfolio, ranked #125.

First Dallas Securities first reported a position in SFIX in Q2 2025 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold SFIX as of Q2 2026.

  • First Dallas Securities held 10,000 shares of Stitch Fix worth $41.1K as of Q2 2026.
  • First Dallas Securities sold 1,500 Stitch Fix shares in Q2 2026, an estimated $5.46K.
  • Stitch Fix made up 0.01% of First Dallas Securities's portfolio in Q2 2026, its #125 holding.
  • First Dallas Securities first reported a position in Stitch Fix in Q2 2025 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2026.

Based on First Dallas Securities's 13F filing for Q2 2026, filed 3 Aug 2026.