Larson Financial Group
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Larson Financial Group’s Amdocs DOX Stock Holding History

Larson Financial Group’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
2026
Q3 		$14.5K Buy
253
+89
+54% +$5.1K ﹤0.01% 2309
2026
Q2 		$8.29K Sell
164
-95
-37% -$5.83K ﹤0.01% 2523
2026
Q1 		$16.9K Buy
259
+76
+42% +$5.56K ﹤0.01% 1940
2025
Q4 		$14.7K Sell
183
-230
-56% -$18.5K ﹤0.01% 1894
2025
Q3 		$33.9K Sell
413
-431
-51% -$37.4K ﹤0.01% 1347
2025
Q2 		$77K Buy
844
+611
+262% +$54.6K ﹤0.01% 926
2025
Q1 		$21.3K Buy
233
+71
+44% +$6.2K ﹤0.01% 1340
2024
Q4 		$13.8K Sell
162
-2
-1% -$176 ﹤0.01% 1367
2024
Q3 		$14.3K Buy
164
+21
+15% +$1.77K ﹤0.01% 1338
2024
Q2 		$11.3K Buy
143
+1
+0.7% +$82 ﹤0.01% 1219
2024
Q1 		$12.8K Hold
142
– – ﹤0.01% 987
2023
Q4 		$12.5K Hold
142
– – ﹤0.01% 960
2023
Q3 		$12K Hold
142
– – ﹤0.01% 948
2023
Q2 		$14K Hold
142
– – ﹤0.01% 836
2023
Q1 		$13.6K Hold
142
– – ﹤0.01% 833
2022
Q4 		$12.9K Hold
142
– – ﹤0.01% 789
2022
Q3 		$11K Hold
142
– – ﹤0.01% 761
2022
Q2 		$12K Buy
+142
New +$11.7K ﹤0.01% 659

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Larson Financial Group's DOX Position: Q3 2026 in Review

Larson Financial Group increased its Amdocs (DOX) stake by 54% in Q3 2026, buying an estimated $5.1K and bringing the position to 253 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2309.

Larson Financial Group first reported a position in DOX in Q2 2022 and has held it in 18 quarters since. The position peaked at $77K in Q2 2025. 359 funds tracked by Wall St. Rank hold DOX as of Q3 2026.

  • Larson Financial Group held 253 shares of Amdocs worth $14.5K as of Q3 2026.
  • Larson Financial Group bought 89 Amdocs shares in Q3 2026, an estimated $5.1K.
  • Amdocs made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2309 holding.
  • Larson Financial Group first reported a position in Amdocs in Q2 2022 and has held it in 18 quarters since.
  • Larson Financial Group's Amdocs position peaked at $77K in Q2 2025.
  • 359 funds tracked by Wall St. Rank held Amdocs as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.