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Park Square Financial Group’s Dow Inc DOW Stock Holding History

Park Square Financial Group’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-261
Closed -$6.91K – 441
2025
Q2 		$6.91K Sell
261
-300
-53% -$8.73K 0.01% 672
2025
Q1 		$19.6K Hold
561
– – 0.02% 445
2024
Q4 		$22.5K Buy
+561
New +$26.2K 0.02% 403

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Park Square Financial Group's DOW Position: Q3 2025 in Review

Park Square Financial Group sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 261 shares — an estimated $6.91K sold.

Park Square Financial Group first reported a position in DOW in Q4 2024 and held it in 3 quarters. The position peaked at $22.5K in Q4 2024. 1,103 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Park Square Financial Group reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 261 Dow Inc shares in Q3 2025, an estimated $6.91K.
  • Park Square Financial Group first reported a position in Dow Inc in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Dow Inc position peaked at $22.5K in Q4 2024.
  • 1,103 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.