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Independent Financial Group’s DXP Enterprises DXPE Stock Holding History

Independent Financial Group’s Portfolio DXPE Stock Details DXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$774K Sell
4,270
-222
-5% -$39.8K 0.01% 781
2026
Q2 		$758K Buy
4,492
+1,190
+36% +$188K 0.01% 806
2026
Q1 		$461K Sell
3,302
-107
-3% -$14.3K 0.01% 965
2025
Q4 		$374K Buy
3,409
+1,414
+71% +$154K 0.01% 1046
2025
Q3 		$238K Buy
+1,995
New +$223K 0.01% 1203

Other funds holding DXPE

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Independent Financial Group reduced its DXP Enterprises (DXPE) stake by 4.9% in Q3 2026, selling an estimated $39.8K and leaving 4,270 shares worth $774K. The position accounts for 0.01% of the portfolio, ranked #781.

Independent Financial Group first reported a position in DXPE in Q3 2025 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold DXPE as of Q3 2026.

  • Independent Financial Group held 4,270 shares of DXP Enterprises worth $774K as of Q3 2026.
  • Independent Financial Group sold 222 DXP Enterprises shares in Q3 2026, an estimated $39.8K.
  • DXP Enterprises made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #781 holding.
  • Independent Financial Group first reported a position in DXP Enterprises in Q3 2025 and has held it in 5 quarters since.
  • 19 funds tracked by Wall St. Rank held DXP Enterprises as of Q3 2026.

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