IFP Advisors
ODC icon

IFP Advisors’s Oil-Dri ODC Stock Holding History

IFP Advisors’s Portfolio ODC Stock Details ODC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$25.2K Sell
278
-53
-16% -$4.96K ﹤0.01% 2824
2026
Q2 		$33.8K Sell
331
-130
-28% -$10.4K ﹤0.01% 2635
2026
Q1 		$30K Buy
461
+459
+22,950% +$27.9K ﹤0.01% 2551
2025
Q4 		$98 Hold
2
– – ﹤0.01% 4596
2025
Q3 		$122 Buy
+2
New +$121 ﹤0.01% 4510
2025
Q2 		– Hold
0
– – – 4279
2025
Q1 		– Hold
0
– – – 3874
2024
Q4 		– Hold
0
– – – 3808
2020
Q2 		– Sell
-1,294
Closed -$22.4K – 2885
2020
Q1 		$21K Hold
1,294
– – ﹤0.01% 1465
2019
Q4 		$24K Hold
1,294
– – ﹤0.01% 1544
2019
Q3 		$22K Buy
+1,294
New +$21.4K ﹤0.01% 1724
2019
Q1 		– Sell
-1,294
Closed -$18K – 3083
2018
Q4 		$18K Sell
1,294
-470
-27% -$7.19K ﹤0.01% 2195
2018
Q3 		$34K Hold
1,764
– – ﹤0.01% 2132
2018
Q2 		$37K Hold
1,764
– – ﹤0.01% 2095
2018
Q1 		$37K Hold
1,764
– – ﹤0.01% 1993
2017
Q4 		$37K Hold
1,764
– – ﹤0.01% 2015
2017
Q3 		$43K Hold
1,764
– – ﹤0.01% 2078
2017
Q2 		$37K Hold
1,764
– – ﹤0.01% 2171
2017
Q1 		$33K Hold
1,764
– – ﹤0.01% 2183
2016
Q4 		$34K Buy
1,764
+470
+36% +$8.69K ﹤0.01% 2105
2016
Q3 		$24K Hold
1,294
– – ﹤0.01% 2299
2016
Q2 		$22K Buy
+1,294
New +$21.6K ﹤0.01% 2293
2016
Q1 		– Sell
-1,294
Closed -$24K – 3075
2015
Q4 		$24K Buy
+1,294
New +$20.1K ﹤0.01% 2060

Other funds holding ODC

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
SWL
STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM
Sterling Investment Counsel
Sterling Investment Counsel Buffalo, New York $437M AUM 21.05% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Arkfeld Wealth Strategies
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

IFP Advisors's ODC Position: Q3 2026 in Review

IFP Advisors reduced its Oil-Dri (ODC) stake by 16% in Q3 2026, selling an estimated $4.96K and leaving 278 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2824.

IFP Advisors first reported a position in ODC in Q4 2015 and has held it in 20 quarters since. The position peaked at $43K in Q3 2017. 17 funds tracked by Wall St. Rank hold ODC as of Q3 2026.

  • IFP Advisors held 278 shares of Oil-Dri worth $25.2K as of Q3 2026.
  • IFP Advisors sold 53 Oil-Dri shares in Q3 2026, an estimated $4.96K.
  • Oil-Dri made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2824 holding.
  • IFP Advisors first reported a position in Oil-Dri in Q4 2015 and has held it in 20 quarters since.
  • IFP Advisors's Oil-Dri position peaked at $43K in Q3 2017.
  • 17 funds tracked by Wall St. Rank held Oil-Dri as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.