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Private Wealth Management Group’s Dillards DDS Stock Holding History

Private Wealth Management Group’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.7K Hold
43
– – 0.01% 355
2026
Q1 		$24.6K Hold
43
– – 0.01% 281
2025
Q4 		$26.1K Hold
43
– – 0.01% 271
2025
Q3 		$26.4K Hold
43
– – 0.01% 271
2025
Q2 		$18K Sell
43
-1
-2% -$373 0.01% 333
2025
Q1 		$15.8K Hold
44
– – 0.01% 353
2024
Q4 		$19K Hold
44
– – 0.01% 313
2024
Q3 		$16.9K Buy
44
+4
+10% +$1.53K 0.01% 327
2024
Q2 		$17.6K Hold
40
– – 0.01% 302
2024
Q1 		$18.9K Hold
40
– – 0.01% 280
2023
Q4 		$16.1K Buy
+40
New +$13.6K 0.01% 301

Other funds holding DDS

Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Private Wealth Management Group's DDS Position: Q2 2026 in Review

Private Wealth Management Group held its Dillards (DDS) position steady in Q2 2026 at 43 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #355.

Private Wealth Management Group first reported a position in DDS in Q4 2023 and has held it in 11 quarters since. The position peaked at $26.4K in Q3 2025. 312 funds tracked by Wall St. Rank hold DDS as of Q2 2026.

  • Private Wealth Management Group held 43 shares of Dillards worth $22.7K as of Q2 2026.
  • Private Wealth Management Group left its Dillards share count unchanged in Q2 2026.
  • Dillards made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #355 holding.
  • Private Wealth Management Group first reported a position in Dillards in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Dillards position peaked at $26.4K in Q3 2025.
  • 312 funds tracked by Wall St. Rank held Dillards as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.