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BFC Planning, Inc.’s Distribution Solutions Group DSGR Stock Holding History

BFC Planning, Inc.’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
Q2 		$4.27K Hold
156
– – ﹤0.01% 2733
2026
Q1 		$4.09K Hold
156
– – ﹤0.01% 2384
2025
Q4 		$4.27K Hold
156
– – ﹤0.01% 2410
2025
Q3 		$4.69K Hold
156
– – ﹤0.01% 2216
2025
Q2 		$4.28K Hold
156
– – ﹤0.01% 2106
2025
Q1 		$4.37K Hold
156
– – ﹤0.01% 2069
2024
Q4 		$5.37K Buy
+156
New +$5.99K ﹤0.01% 1997

Other funds holding DSGR

Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nantahala Capital Management
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Catawba River Capital
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

BFC Planning, Inc.'s DSGR Position: Q2 2026 in Review

BFC Planning, Inc. held its Distribution Solutions Group (DSGR) position steady in Q2 2026 at 156 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #2733.

BFC Planning, Inc. first reported a position in DSGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.37K in Q4 2024. 115 funds tracked by Wall St. Rank hold DSGR as of Q2 2026.

  • BFC Planning, Inc. held 156 shares of Distribution Solutions Group worth $4.27K as of Q2 2026.
  • BFC Planning, Inc. left its Distribution Solutions Group share count unchanged in Q2 2026.
  • Distribution Solutions Group made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2733 holding.
  • BFC Planning, Inc. first reported a position in Distribution Solutions Group in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Distribution Solutions Group position peaked at $5.37K in Q4 2024.
  • 115 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.