PWMG
DHIL

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Private Wealth Management Group's DHIL Position: Q1 2026 in Review

Private Wealth Management Group held its Diamond Hill (DHIL) position steady in Q1 2026 at 8 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Private Wealth Management Group first reported a position in DHIL in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.75K in Q3 2024. 160 funds tracked by Wall St. Rank hold DHIL as of Q1 2026.

  • Private Wealth Management Group held 8 shares of Diamond Hill worth $1.38K as of Q1 2026.
  • Private Wealth Management Group left its Diamond Hill share count unchanged in Q1 2026.
  • Diamond Hill made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #1176 holding.
  • Private Wealth Management Group first reported a position in Diamond Hill in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's Diamond Hill position peaked at $2.75K in Q3 2024.
  • 160 funds tracked by Wall St. Rank held Diamond Hill as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.