KFG Wealth Management’s Amdocs DOX Stock Holding History

KFG Wealth Management’s Portfolio DOX Stock Details DOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,312	Closed	-$211K	–	206
2025 Q2	$211K	Buy	+2,312	New	+$207K	0.03%	191
2025 Q1	–	Sell	-2,496	Closed	-$213K	–	194
2024 Q4	$213K	Buy	2,496 +189	+8%	+$16.6K	0.04%	176
2024 Q3	$202K	Sell	2,307 -515	-18%	-$43.3K	0.04%	180
2024 Q2	$223K	Buy	2,822 +82	+3%	+$6.74K	0.09%	149
2024 Q1	$248K	Sell	2,740 -73	-3%	-$6.65K	0.1%	137
2023 Q4	$247K	Buy	+2,813	New	+$234K	0.11%	117

Other funds holding DOX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

KFG Wealth Management's DOX Position: Q3 2025 in Review

KFG Wealth Management sold out of Amdocs (DOX) in Q3 2025, closing a stake of 2,312 shares — an estimated $211K sold.

KFG Wealth Management first reported a position in DOX in Q4 2023 and held it in 6 quarters. The position peaked at $248K in Q1 2024. 527 funds tracked by Wall St. Rank hold DOX as of Q3 2025.

KFG Wealth Management reported no remaining Amdocs position as of Q3 2025 after selling out during the quarter.
KFG Wealth Management sold 2,312 Amdocs shares in Q3 2025, an estimated $211K.
KFG Wealth Management first reported a position in Amdocs in Q4 2023 and held it in 6 quarters.
KFG Wealth Management's Amdocs position peaked at $248K in Q1 2024.
527 funds tracked by Wall St. Rank held Amdocs as of Q3 2025.

Based on KFG Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.