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Independent Financial Group’s dLocal DLO Stock Holding History

Independent Financial Group’s Portfolio DLO Stock Details DLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13,997
Closed -$198K – 1466
2025
Q4 		$198K Buy
13,997
+19
+0.1% +$268 ﹤0.01% 1352
2025
Q3 		$200K Buy
+13,978
New +$178K ﹤0.01% 1297
2021
Q4 		– Sell
-6,206
Closed -$339K – 789
2021
Q3 		$339K Buy
+6,206
New +$346K 0.03% 492

Other funds holding DLO

GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
Cria Inc New York $124M AUM
RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Financial Group's DLO Position: Q1 2026 in Review

Independent Financial Group sold out of dLocal (DLO) in Q1 2026, closing a stake of 13,997 shares — an estimated $198K sold.

Independent Financial Group first reported a position in DLO in Q3 2021 and held it in 3 quarters. The position peaked at $339K in Q3 2021. 154 funds tracked by Wall St. Rank hold DLO as of Q1 2026.

  • Independent Financial Group reported no remaining dLocal position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 13,997 dLocal shares in Q1 2026, an estimated $198K.
  • Independent Financial Group first reported a position in dLocal in Q3 2021 and held it in 3 quarters.
  • Independent Financial Group's dLocal position peaked at $339K in Q3 2021.
  • 154 funds tracked by Wall St. Rank held dLocal as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.