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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Dow Inc DOW Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$27 Hold
1
– – ﹤0.01% 540
2026
Q1 		$42 Hold
1
– – ﹤0.01% 505
2025
Q4 		$23 Hold
1
– – ﹤0.01% 532
2025
Q3 		$23 Hold
1
– – ﹤0.01% 537
2025
Q2 		$26 Buy
+1
New +$29 ﹤0.01% 494

Other funds holding DOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s DOW Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Dow Inc (DOW) position steady in Q2 2026 at 1 share worth $27. The position accounts for ﹤0.01% of the portfolio, ranked #540.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in DOW in Q2 2025 and has held it in 5 quarters since. The position peaked at $42 in Q1 2026. 688 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1 share of Dow Inc worth $27 as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Dow Inc share count unchanged in Q2 2026.
  • Dow Inc made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #540 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Dow Inc in Q2 2025 and has held it in 5 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Dow Inc position peaked at $42 in Q1 2026.
  • 688 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.