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Global Financial Private Client’s Dana Inc DAN Stock Holding History

Global Financial Private Client’s Portfolio DAN Stock Details DAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-39
Closed -$520 – 556
2025
Q1 		$520 Buy
39
+32
+457% +$461 ﹤0.01% 1263
2024
Q4 		$81 Buy
+7
New +$73 ﹤0.01% 1521

Other funds holding DAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Global Financial Private Client's DAN Position: Q2 2025 in Review

Global Financial Private Client sold out of Dana Inc (DAN) in Q2 2025, closing a stake of 39 shares — an estimated $520 sold.

Global Financial Private Client first reported a position in DAN in Q4 2024 and held it in 2 quarters. The position peaked at $520 in Q1 2025. 307 funds tracked by Wall St. Rank hold DAN as of Q2 2025.

  • Global Financial Private Client reported no remaining Dana Inc position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 39 Dana Inc shares in Q2 2025, an estimated $520.
  • Global Financial Private Client first reported a position in Dana Inc in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Dana Inc position peaked at $520 in Q1 2025.
  • 307 funds tracked by Wall St. Rank held Dana Inc as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.