IFG
DVLT

Independent Financial Group’s Datavault AI DVLT Stock Holding History

Independent Financial Group’s Portfolio DVLT Stock Details DVLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.3K Sell
58,000
-41,000
-41% -$22.4K ﹤0.01% 1540
2026
Q1 		$61.2K Sell
99,000
-1,650
-2% -$1.25K ﹤0.01% 1436
2025
Q4 		$64.6K Buy
100,650
+47,783
+90% +$83.6K ﹤0.01% 1392
2025
Q3 		$56.7K Buy
+52,867
New +$28K ﹤0.01% 1346

Other funds holding DVLT

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Independent Financial Group reduced its Datavault AI (DVLT) stake by 41% in Q2 2026, selling an estimated $22.4K and leaving 58,000 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Independent Financial Group first reported a position in DVLT in Q3 2025 and has held it in 4 quarters since. The position peaked at $64.6K in Q4 2025. 97 funds tracked by Wall St. Rank hold DVLT as of Q2 2026.

  • Independent Financial Group held 58,000 shares of Datavault AI worth $20.3K as of Q2 2026.
  • Independent Financial Group sold 41,000 Datavault AI shares in Q2 2026, an estimated $22.4K.
  • Datavault AI made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1540 holding.
  • Independent Financial Group first reported a position in Datavault AI in Q3 2025 and has held it in 4 quarters since.
  • Independent Financial Group's Datavault AI position peaked at $64.6K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Datavault AI as of Q2 2026.

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