Phoenix Financial’s Dover DOV Stock Holding History

Phoenix Financial’s Portfolio DOV Stock Details DOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$283K	Buy	1,357 +293	+28%	+$62.6K	﹤0.01%	397
2025 Q4	$208K	Buy	+1,064	New	+$194K	﹤0.01%	443

Other funds holding DOV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial's DOV Position: Q1 2026 in Review

Phoenix Financial increased its Dover (DOV) stake by 28% in Q1 2026, buying an estimated $62.6K and bringing the position to 1,357 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Phoenix Financial first reported a position in DOV in Q4 2025 and has held it in 2 quarters since. 1,128 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

Phoenix Financial held 1,357 shares of Dover worth $283K as of Q1 2026.
Phoenix Financial bought 293 Dover shares in Q1 2026, an estimated $62.6K.
Dover made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #397 holding.
Phoenix Financial first reported a position in Dover in Q4 2025 and has held it in 2 quarters since.
1,128 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.