HFS
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Hughes Financial Services’s Dakota Gold DC Stock Holding History

Hughes Financial Services’s Portfolio DC Stock Details DC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4 Hold
1
– – ﹤0.01% 1839
2026
Q1 		$5 Sell
1
-1
-50% -$6 ﹤0.01% 1711
2025
Q4 		$11 Buy
+2
New +$10 ﹤0.01% 1258

Other funds holding DC

FWWM
Fiscal Wisdom Wealth Management Canton, Connecticut $118M AUM 72.21% 1-Year Est. Return
HSWS
Higgins & Schmidt Wealth Strategies Denver, Colorado $242M AUM 22.87% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
MWM
McAlvany Wealth Management Durango, Colorado $134M AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Hughes Financial Services's DC Position: Q2 2026 in Review

Hughes Financial Services held its Dakota Gold (DC) position steady in Q2 2026 at 1 share worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

Hughes Financial Services first reported a position in DC in Q4 2025 and has held it in 3 quarters since. The position peaked at $11 in Q4 2025. 20 funds tracked by Wall St. Rank hold DC as of Q2 2026.

  • Hughes Financial Services held 1 share of Dakota Gold worth $4 as of Q2 2026.
  • Hughes Financial Services left its Dakota Gold share count unchanged in Q2 2026.
  • Dakota Gold made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1839 holding.
  • Hughes Financial Services first reported a position in Dakota Gold in Q4 2025 and has held it in 3 quarters since.
  • Hughes Financial Services's Dakota Gold position peaked at $11 in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Dakota Gold as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.