IFG
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Independent Financial Group’s General Dynamics GD Stock Holding History

Independent Financial Group’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.78M Sell
7,847
-3
-0% -$1.03K 0.05% 362
2026
Q1 		$2.69M Sell
7,850
-1,436
-15% -$509K 0.06% 331
2025
Q4 		$3.13M Buy
9,286
+294
+3% +$100K 0.07% 274
2025
Q3 		$3.07M Sell
8,992
-1,691
-16% -$533K 0.07% 263
2025
Q2 		$3.12M Sell
10,683
-206
-2% -$56.7K 0.09% 228
2025
Q1 		$2.97M Buy
10,889
+1,424
+15% +$370K 0.1% 199
2024
Q4 		$2.49M Buy
9,465
+470
+5% +$135K 0.08% 236
2024
Q3 		$2.72M Buy
8,995
+1,201
+15% +$353K 0.1% 211
2024
Q2 		$2.26M Buy
7,794
+3,509
+82% +$1.03M 0.09% 215
2024
Q1 		$1.21M Buy
4,285
+102
+2% +$27.3K 0.06% 335
2023
Q4 		$1.09M Buy
4,183
+341
+9% +$83.2K 0.06% 337
2023
Q3 		$849K Sell
3,842
-16
-0.4% -$3.54K 0.06% 357
2023
Q2 		$830K Buy
3,858
+67
+2% +$14.5K 0.06% 357
2023
Q1 		$865K Buy
3,791
+61
+2% +$14.1K 0.07% 312
2022
Q4 		$926K Buy
3,730
+28
+0.8% +$6.83K 0.08% 254
2022
Q3 		$785K Buy
3,702
+677
+22% +$153K 0.07% 279
2022
Q2 		$669K Buy
3,025
+25
+0.8% +$5.75K 0.07% 305
2022
Q1 		$724K Sell
3,000
-90
-3% -$20K 0.06% 335
2021
Q4 		$644K Buy
3,090
+41
+1% +$8.28K 0.05% 355
2021
Q3 		$598K Sell
3,049
-2
-0.1% -$391 0.06% 320
2021
Q2 		$574K Sell
3,051
-87
-3% -$16.4K 0.06% 332
2021
Q1 		$570K Sell
3,138
-56
-2% -$9.15K 0.07% 303
2020
Q4 		$475K Sell
3,194
-82
-3% -$12K 0.07% 317
2020
Q3 		$453K Sell
3,276
-251
-7% -$37.1K 0.09% 262
2020
Q2 		$527K Sell
3,527
-83
-2% -$11.7K 0.12% 212
2020
Q1 		$478K Buy
+3,610
New +$600K 0.14% 178

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Independent Financial Group reduced its General Dynamics (GD) stake by 0.04% in Q2 2026, selling an estimated $1.03K and leaving 7,847 shares worth $2.78M. The position accounts for 0.05% of the portfolio, ranked #362.

Independent Financial Group first reported a position in GD in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.13M in Q4 2025. 2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Independent Financial Group held 7,847 shares of General Dynamics worth $2.78M as of Q2 2026.
  • Independent Financial Group sold 3 General Dynamics shares in Q2 2026, an estimated $1.03K.
  • General Dynamics made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #362 holding.
  • Independent Financial Group first reported a position in General Dynamics in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's General Dynamics position peaked at $3.13M in Q4 2025.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

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