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 Q2	$330K	Buy	1,473 +116	+9%	+$25.3K	﹤0.01%	408
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 $1.81T AUM 41.13% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial's DOV Position: Q2 2026 in Review

Phoenix Financial increased its Dover (DOV) stake by 8.5% in Q2 2026, buying an estimated $25.3K and bringing the position to 1,473 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Phoenix Financial first reported a position in DOV in Q4 2025 and has held it in 3 quarters since. 1,168 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

Phoenix Financial held 1,473 shares of Dover worth $330K as of Q2 2026.
Phoenix Financial bought 116 Dover shares in Q2 2026, an estimated $25.3K.
Dover made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #408 holding.
Phoenix Financial first reported a position in Dover in Q4 2025 and has held it in 3 quarters since.
1,168 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.