LPL Financial
DDS icon

LPL Financial’s Dillards DDS Stock Holding History

LPL Financial’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
2026
Q1 		$1.31M Buy
2,298
+1,247
+119% +$778K ﹤0.01% 3909
2025
Q4 		$637K Sell
1,051
-13,938
-93% -$8.78M ﹤0.01% 4497
2025
Q3 		$9.21M Buy
14,989
+517
+4% +$267K ﹤0.01% 1950
2025
Q2 		$6.05M Sell
14,472
-444
-3% -$166K ﹤0.01% 2160
2025
Q1 		$5.34M Buy
14,916
+578
+4% +$249K ﹤0.01% 2096
2024
Q4 		$6.19M Sell
14,338
-12
-0.1% -$4.92K ﹤0.01% 1897
2024
Q3 		$5.51M Sell
14,350
-238
-2% -$90.8K ﹤0.01% 1914
2024
Q2 		$6.42M Sell
14,588
-7,193
-33% -$3.11M ﹤0.01% 1668
2024
Q1 		$10.3M Sell
21,781
-2
-0% -$820 0.01% 1308
2023
Q4 		$8.79M Buy
+21,783
New +$7.39M 0.01% 1332
2023
Q3 		– Sell
-818
Closed -$267K – 4718
2023
Q2 		$267K Sell
818
-32
-4% -$9.79K ﹤0.01% 3950
2023
Q1 		$261K Sell
850
-197
-19% -$70K ﹤0.01% 3847
2022
Q4 		$339K Sell
1,047
-11
-1% -$3.58K ﹤0.01% 3562
2022
Q3 		$289K Sell
1,058
-6
-0.6% -$1.59K ﹤0.01% 3624
2022
Q2 		$235K Buy
1,064
+20
+2% +$5.77K ﹤0.01% 3822
2022
Q1 		$280K Sell
1,044
-2,625
-72% -$678K ﹤0.01% 3611
2021
Q4 		$899K Sell
3,669
-402
-10% -$106K ﹤0.01% 2749
2021
Q3 		$702K Buy
4,071
+455
+13% +$86.6K ﹤0.01% 2904
2021
Q2 		$654K Buy
+3,616
New +$466K ﹤0.01% 2925
2019
Q4 		– Sell
-3,337
Closed -$221K – 3356
2019
Q3 		$221K Buy
+3,337
New +$213K ﹤0.01% 2917

Other funds holding DDS

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LPL Financial's DDS Position: Q1 2026 in Review

LPL Financial increased its Dillards (DDS) stake by 119% in Q1 2026, buying an estimated $778K and bringing the position to 2,298 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #3909.

LPL Financial first reported a position in DDS in Q3 2019 and has held it in 20 quarters since. The position peaked at $10.3M in Q1 2024. 316 funds tracked by Wall St. Rank hold DDS as of Q1 2026.

  • LPL Financial held 2,298 shares of Dillards worth $1.31M as of Q1 2026.
  • LPL Financial bought 1,247 Dillards shares in Q1 2026, an estimated $778K.
  • Dillards made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3909 holding.
  • LPL Financial first reported a position in Dillards in Q3 2019 and has held it in 20 quarters since.
  • LPL Financial's Dillards position peaked at $10.3M in Q1 2024.
  • 316 funds tracked by Wall St. Rank held Dillards as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.