Peak Financial Advisors
DFTX icon

Peak Financial Advisors’s Definium Therapeutics DFTX Stock Holding History

Peak Financial Advisors’s Portfolio DFTX Stock Details DFTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.72M Sell
45,224
-11,691
-21% -$493K 0.74% 41
2026
Q2 		$2.68M Buy
+56,915
New +$1.41M 1.11% 30

Other funds holding DFTX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $33.4B AUM 56.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Peak Financial Advisors's DFTX Position: Q3 2026 in Review

Peak Financial Advisors reduced its Definium Therapeutics (DFTX) stake by 21% in Q3 2026, selling an estimated $493K and leaving 45,224 shares worth $1.72M. The position accounts for 0.74% of the portfolio, ranked #41.

Peak Financial Advisors first reported a position in DFTX in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.68M in Q2 2026. 253 funds tracked by Wall St. Rank hold DFTX as of Q3 2026.

  • Peak Financial Advisors held 45,224 shares of Definium Therapeutics worth $1.72M as of Q3 2026.
  • Peak Financial Advisors sold 11,691 Definium Therapeutics shares in Q3 2026, an estimated $493K.
  • Definium Therapeutics made up 0.74% of Peak Financial Advisors's portfolio in Q3 2026, its #41 holding.
  • Peak Financial Advisors first reported a position in Definium Therapeutics in Q2 2026 and has held it in 2 quarters since.
  • Peak Financial Advisors's Definium Therapeutics position peaked at $2.68M in Q2 2026.
  • 253 funds tracked by Wall St. Rank held Definium Therapeutics as of Q3 2026.

Based on Peak Financial Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.