Rossby Financial
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Rossby Financial’s Dow Inc DOW Stock Holding History

Rossby Financial’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$78.2K Buy
2,838
+1,682
+146% +$50.1K 0.01% 780
2026
Q2 		$31.6K Buy
1,156
+375
+48% +$13.6K 0.01% 831
2026
Q1 		$31.8K Buy
781
+129
+20% +$4.09K 0.01% 875
2025
Q4 		$15.2K Sell
652
-2,255
-78% -$51.8K ﹤0.01% 799
2025
Q3 		$67K Buy
2,907
+1,070
+58% +$26.7K 0.02% 476
2025
Q2 		$48.6K Buy
1,837
+11
+0.6% +$320 0.02% 501
2025
Q1 		$54.8K Buy
+1,826
New +$70.1K 0.02% 463

Other funds holding DOW

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Rossby Financial's DOW Position: Q3 2026 in Review

Rossby Financial increased its Dow Inc (DOW) stake by 146% in Q3 2026, buying an estimated $50.1K and bringing the position to 2,838 shares worth $78.2K. The position accounts for 0.01% of the portfolio, ranked #780.

Rossby Financial first reported a position in DOW in Q1 2025 and has held it in 7 quarters since. 852 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • Rossby Financial held 2,838 shares of Dow Inc worth $78.2K as of Q3 2026.
  • Rossby Financial bought 1,682 Dow Inc shares in Q3 2026, an estimated $50.1K.
  • Dow Inc made up 0.01% of Rossby Financial's portfolio in Q3 2026, its #780 holding.
  • Rossby Financial first reported a position in Dow Inc in Q1 2025 and has held it in 7 quarters since.
  • 852 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.