JTF
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J. Team Financial’s Dollar Tree DLTR Stock Holding History

J. Team Financial’s Portfolio DLTR Stock Details DLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$331K Sell
2,736
-18
-0.7% -$1.87K 0.32% 65
2026
Q1 		$302K Sell
2,754
-410
-13% -$50.1K 0.34% 60
2025
Q4 		$389K Buy
3,164
+39
+1% +$4.18K 0.39% 49
2025
Q3 		$295K Buy
+3,125
New +$334K 0.3% 68

Other funds holding DLTR

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

J. Team Financial's DLTR Position: Q2 2026 in Review

J. Team Financial reduced its Dollar Tree (DLTR) stake by 0.65% in Q2 2026, selling an estimated $1.87K and leaving 2,736 shares worth $331K. The position accounts for 0.32% of the portfolio, ranked #65.

J. Team Financial first reported a position in DLTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $389K in Q4 2025. 401 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • J. Team Financial held 2,736 shares of Dollar Tree worth $331K as of Q2 2026.
  • J. Team Financial sold 18 Dollar Tree shares in Q2 2026, an estimated $1.87K.
  • Dollar Tree made up 0.32% of J. Team Financial's portfolio in Q2 2026, its #65 holding.
  • J. Team Financial first reported a position in Dollar Tree in Q3 2025 and has held it in 4 quarters since.
  • J. Team Financial's Dollar Tree position peaked at $389K in Q4 2025.
  • 401 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.