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LGT Financial Advisors’s Dillards DDS Stock Holding History

LGT Financial Advisors’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-250
Closed -$154K – 277
2025
Q3 		$154K Hold
250
– – 0.33% 58
2025
Q2 		$104K Hold
250
– – 0.27% 67
2025
Q1 		$89.5K Hold
250
– – 0.27% 80
2024
Q4 		$108K Buy
+250
New +$103K 0.24% 79

Other funds holding DDS

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CWM
ClientFirst Wealth Management Little Rock, Arkansas $122M AUM 28.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LGT Financial Advisors's DDS Position: Q4 2025 in Review

LGT Financial Advisors sold out of Dillards (DDS) in Q4 2025, closing a stake of 250 shares — an estimated $154K sold.

LGT Financial Advisors first reported a position in DDS in Q4 2024 and held it in 4 quarters. The position peaked at $154K in Q3 2025. 311 funds tracked by Wall St. Rank hold DDS as of Q4 2025.

  • LGT Financial Advisors reported no remaining Dillards position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 250 Dillards shares in Q4 2025, an estimated $154K.
  • LGT Financial Advisors first reported a position in Dillards in Q4 2024 and held it in 4 quarters.
  • LGT Financial Advisors's Dillards position peaked at $154K in Q3 2025.
  • 311 funds tracked by Wall St. Rank held Dillards as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.