IFC & Insurance Marketing’s Dragonfly Energy DFLI Stock Holding History

IFC & Insurance Marketing’s Portfolio DFLI Stock Details DFLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5	Closed	–	–	200
2025 Q4	$0	Buy	+5	New	+$46	﹤0.01%	734

Other funds holding DFLI

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JDLA

J. Derek Lewis & Associates Newport Beach, California $529M AUM

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

CCA

Cygnus Capital Advisors Atlanta, Georgia $146M AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IFC & Insurance Marketing's DFLI Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Dragonfly Energy (DFLI) in Q1 2026, closing a stake of 5 shares.

IFC & Insurance Marketing first reported a position in DFLI in Q4 2025 and held it in 1 quarter. The position peaked at $0 in Q4 2025. 28 funds tracked by Wall St. Rank hold DFLI as of Q1 2026.

IFC & Insurance Marketing reported no remaining Dragonfly Energy position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 5 Dragonfly Energy shares in Q1 2026.
IFC & Insurance Marketing first reported a position in Dragonfly Energy in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's Dragonfly Energy position peaked at $0 in Q4 2025.
28 funds tracked by Wall St. Rank held Dragonfly Energy as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.