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Morton Community Bank’s Amdocs DOX Stock Holding History

Morton Community Bank’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
Q2 		$2.5M Buy
49,449
+685
+1% +$42K 0.51% 85
2026
Q1 		$3.18M Buy
48,764
+1,790
+4% +$131K 0.69% 76
2025
Q4 		$3.85M Buy
46,974
+2,545
+6% +$205K 0.83% 64
2025
Q3 		$3.74M Buy
44,429
+3,044
+7% +$264K 0.87% 53
2025
Q2 		$3.78M Buy
41,385
+2,175
+6% +$194K 0.94% 52
2025
Q1 		$3.59M Buy
39,210
+1,355
+4% +$118K 0.94% 54
2024
Q4 		$3.22M Buy
37,855
+1,445
+4% +$127K 0.85% 63
2024
Q3 		$3.19M Buy
36,410
+130
+0.4% +$10.9K 0.83% 69
2024
Q2 		$2.86M Buy
36,280
+2,575
+8% +$212K 0.81% 73
2024
Q1 		$3.05M Buy
33,705
+1,965
+6% +$179K 0.88% 58
2023
Q4 		$2.79M Buy
+31,740
New +$2.64M 0.91% 53

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morton Community Bank's DOX Position: Q2 2026 in Review

Morton Community Bank increased its Amdocs (DOX) stake by 1.4% in Q2 2026, buying an estimated $42K and bringing the position to 49,449 shares worth $2.5M. The position accounts for 0.51% of the portfolio, ranked #85.

Morton Community Bank first reported a position in DOX in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.85M in Q4 2025. 447 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Morton Community Bank held 49,449 shares of Amdocs worth $2.5M as of Q2 2026.
  • Morton Community Bank bought 685 Amdocs shares in Q2 2026, an estimated $42K.
  • Amdocs made up 0.51% of Morton Community Bank's portfolio in Q2 2026, its #85 holding.
  • Morton Community Bank first reported a position in Amdocs in Q4 2023 and has held it in 11 quarters since.
  • Morton Community Bank's Amdocs position peaked at $3.85M in Q4 2025.
  • 447 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.