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Mason & Associates (California)’s dLocal DLO Stock Holding History

Mason & Associates (California)’s Portfolio DLO Stock Details DLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$185K Hold
14,215
– – 0.03% 160
2026
Q1 		$176K Buy
+14,215
New +$185K 0.03% 156

Other funds holding DLO

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Mason & Associates (California)'s DLO Position: Q2 2026 in Review

Mason & Associates (California) held its dLocal (DLO) position steady in Q2 2026 at 14,215 shares worth $185K. The position accounts for 0.03% of the portfolio, ranked #160.

Mason & Associates (California) first reported a position in DLO in Q1 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold DLO as of Q2 2026.

  • Mason & Associates (California) held 14,215 shares of dLocal worth $185K as of Q2 2026.
  • Mason & Associates (California) left its dLocal share count unchanged in Q2 2026.
  • dLocal made up 0.03% of Mason & Associates (California)'s portfolio in Q2 2026, its #160 holding.
  • Mason & Associates (California) first reported a position in dLocal in Q1 2026 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held dLocal as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.