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Independent Financial Group’s Dollar Tree DLTR Stock Holding History

Independent Financial Group’s Portfolio DLTR Stock Details DLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,414
Closed -$511K – 1423
2025
Q3 		$511K Buy
+5,414
New +$579K 0.01% 847

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Financial Group's DLTR Position: Q4 2025 in Review

Independent Financial Group sold out of Dollar Tree (DLTR) in Q4 2025, closing a stake of 5,414 shares — an estimated $511K sold.

Independent Financial Group first reported a position in DLTR in Q3 2025 and held it in 1 quarter. The position peaked at $511K in Q3 2025. 836 funds tracked by Wall St. Rank hold DLTR as of Q4 2025.

  • Independent Financial Group reported no remaining Dollar Tree position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 5,414 Dollar Tree shares in Q4 2025, an estimated $511K.
  • Independent Financial Group first reported a position in Dollar Tree in Q3 2025 and held it in 1 quarter.
  • Independent Financial Group's Dollar Tree position peaked at $511K in Q3 2025.
  • 836 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.