Private Wealth Management Group’s Diamond Hill DHIL Stock Holding History

Private Wealth Management Group’s Portfolio DHIL Stock Details DHIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-8	Closed	-$1.38K	–	1472
2026 Q1	$1.38K	Hold	8	–	–	﹤0.01%	1176
2025 Q4	$1.36K	Hold	8	–	–	﹤0.01%	1191
2025 Q3	$1.12K	Hold	8	–	–	﹤0.01%	1256
2025 Q2	$1.16K	Sell	8 -9	-53%	-$1.24K	﹤0.01%	1231
2025 Q1	$2.43K	Hold	17	–	–	﹤0.01%	991
2024 Q4	$2.64K	Hold	17	–	–	﹤0.01%	987
2024 Q3	$2.75K	Hold	17	–	–	﹤0.01%	955
2024 Q2	$2.39K	Buy	17 +9	+113%	+$1.35K	﹤0.01%	984
2024 Q1	$1.23K	Hold	8	–	–	﹤0.01%	1178
2023 Q4	$1.32K	Buy	+8	New	+$1.29K	﹤0.01%	1164

Other funds holding DHIL

TFA

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Private Wealth Management Group sold out of Diamond Hill (DHIL) in Q2 2026, closing a stake of 8 shares — an estimated $1.38K sold.

Private Wealth Management Group first reported a position in DHIL in Q4 2023 and held it in 10 quarters. The position peaked at $2.75K in Q3 2024. 2 funds tracked by Wall St. Rank hold DHIL as of Q2 2026.

Private Wealth Management Group reported no remaining Diamond Hill position as of Q2 2026 after selling out during the quarter.
Private Wealth Management Group sold 8 Diamond Hill shares in Q2 2026, an estimated $1.38K.
Private Wealth Management Group first reported a position in Diamond Hill in Q4 2023 and held it in 10 quarters.
Private Wealth Management Group's Diamond Hill position peaked at $2.75K in Q3 2024.
2 funds tracked by Wall St. Rank held Diamond Hill as of Q2 2026.

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