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Independent Financial Group’s Dover DOV Stock Holding History

Independent Financial Group’s Portfolio DOV Stock Details DOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17M Sell
5,230
-3,673
-41% -$800K 0.02% 625
2026
Q1 		$1.86M Sell
8,903
-2,097
-19% -$448K 0.04% 421
2025
Q4 		$2.15M Sell
11,000
-411
-4% -$74.9K 0.05% 369
2025
Q3 		$1.9M Buy
11,411
+4,750
+71% +$852K 0.05% 400
2025
Q2 		$1.22M Buy
+6,661
New +$1.16M 0.03% 484

Other funds holding DOV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Financial Group's DOV Position: Q2 2026 in Review

Independent Financial Group reduced its Dover (DOV) stake by 41% in Q2 2026, selling an estimated $800K and leaving 5,230 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #625.

Independent Financial Group first reported a position in DOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.15M in Q4 2025. 1,162 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Independent Financial Group held 5,230 shares of Dover worth $1.17M as of Q2 2026.
  • Independent Financial Group sold 3,673 Dover shares in Q2 2026, an estimated $800K.
  • Dover made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #625 holding.
  • Independent Financial Group first reported a position in Dover in Q2 2025 and has held it in 5 quarters since.
  • Independent Financial Group's Dover position peaked at $2.15M in Q4 2025.
  • 1,162 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.