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Independent Financial Group’s Dow Inc DOW Stock Holding History

Independent Financial Group’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.11M Sell
40,431
-15,026
-27% -$447K 0.02% 646
2026
Q2 		$1.52M Buy
55,457
+6,429
+13% +$233K 0.03% 539
2026
Q1 		$2.04M Buy
49,028
+11,618
+31% +$368K 0.05% 399
2025
Q4 		$875K Buy
37,410
+3,575
+11% +$82.2K 0.02% 671
2025
Q3 		$776K Sell
33,835
-1,955
-5% -$48.7K 0.02% 686
2025
Q2 		$948K Buy
35,790
+17,940
+101% +$522K 0.03% 565
2025
Q1 		$623K Buy
17,850
+2,087
+13% +$80.1K 0.02% 628
2024
Q4 		$633K Sell
15,763
-1,410
-8% -$65.8K 0.02% 620
2024
Q3 		$938K Sell
17,173
-11,705
-41% -$618K 0.03% 460
2024
Q2 		$1.53M Buy
28,878
+9,019
+45% +$515K 0.06% 289
2024
Q1 		$1.15M Sell
19,859
-558
-3% -$30.8K 0.05% 338
2023
Q4 		$1.12M Buy
20,417
+659
+3% +$33.7K 0.06% 331
2023
Q3 		$1.02M Buy
19,758
+5,458
+38% +$293K 0.07% 311
2023
Q2 		$762K Buy
14,300
+941
+7% +$50K 0.05% 376
2023
Q1 		$732K Buy
13,359
+184
+1% +$10.4K 0.06% 359
2022
Q4 		$664K Buy
13,175
+1,567
+13% +$76.6K 0.06% 347
2022
Q3 		$510K Buy
11,608
+6,481
+126% +$329K 0.05% 390
2022
Q2 		$265K Buy
5,127
+681
+15% +$43.6K 0.03% 539
2022
Q1 		$283K Sell
4,446
-1,318
-23% -$79.5K 0.02% 616
2021
Q4 		$327K Sell
5,764
-8,489
-60% -$484K 0.03% 559
2021
Q3 		$820K Sell
14,253
-5,177
-27% -$317K 0.08% 262
2021
Q2 		$1.23M Sell
19,430
-3,120
-14% -$206K 0.13% 176
2021
Q1 		$1.44M Buy
22,550
+15,923
+240% +$953K 0.19% 135
2020
Q4 		$368K Sell
6,627
-1,341
-17% -$69.2K 0.05% 371
2020
Q3 		$375K Buy
7,968
+800
+11% +$35.9K 0.07% 306
2020
Q2 		$292K Buy
+7,168
New +$262K 0.06% 321

Other funds holding DOW

FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
BCI
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return

Independent Financial Group's DOW Position: Q3 2026 in Review

Independent Financial Group reduced its Dow Inc (DOW) stake by 27% in Q3 2026, selling an estimated $447K and leaving 40,431 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #646.

Independent Financial Group first reported a position in DOW in Q2 2020 and has held it in 26 quarters since. The position peaked at $2.04M in Q1 2026. 71 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • Independent Financial Group held 40,431 shares of Dow Inc worth $1.11M as of Q3 2026.
  • Independent Financial Group sold 15,026 Dow Inc shares in Q3 2026, an estimated $447K.
  • Dow Inc made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #646 holding.
  • Independent Financial Group first reported a position in Dow Inc in Q2 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Dow Inc position peaked at $2.04M in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.