PWMG
DSGR icon

Private Wealth Management Group’s Distribution Solutions Group DSGR Stock Holding History

Private Wealth Management Group’s Portfolio DSGR Stock Details DSGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.02K Buy
+74
New +$2.02K ﹤0.01% 1163
2025
Q2 		– Sell
-18
Closed -$504 – 1525
2025
Q1 		$504 Buy
+18
New +$559 ﹤0.01% 1404

Other funds holding DSGR

SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $159M AUM
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
TC
T3 Companies New York $93.7M AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

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

Private Wealth Management Group opened a new position in Distribution Solutions Group (DSGR) in Q2 2026: 74 shares worth $2.02K. The stake represents ﹤0.01% of the portfolio and ranks #1163 among its holdings. This is a return to the name: Private Wealth Management Group previously reported a position in DSGR as recently as Q1 2025.

Private Wealth Management Group first reported a position in DSGR in Q1 2025 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold DSGR as of Q2 2026.

  • Private Wealth Management Group held 74 shares of Distribution Solutions Group worth $2.02K as of Q2 2026.
  • Distribution Solutions Group was a new Private Wealth Management Group position in Q2 2026.
  • Distribution Solutions Group made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1163 holding.
  • Private Wealth Management Group first reported a position in Distribution Solutions Group in Q1 2025 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q2 2026.

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