SageOak Financial’s Dover DOV Stock Holding History

SageOak Financial’s Portfolio DOV Stock Details DOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$612K	Hold	2,729	–	–	0.4%	23
2026 Q1	$569K	Hold	2,729	–	–	0.4%	24
2025 Q4	$533K	Hold	2,729	–	–	0.39%	22
2025 Q3	$455K	Hold	2,729	–	–	0.33%	22
2025 Q2	$500K	Sell	2,729 -651	-19%	-$113K	0.4%	22
2025 Q1	$594K	Hold	3,380	–	–	0.53%	18
2024 Q4	$634K	Buy	+3,380	New	+$661K	0.58%	28

Other funds holding DOV

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageOak Financial's DOV Position: Q2 2026 in Review

SageOak Financial held its Dover (DOV) position steady in Q2 2026 at 2,729 shares worth $612K. The position accounts for 0.4% of the portfolio, ranked #23.

SageOak Financial first reported a position in DOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $634K in Q4 2024. 1,162 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

SageOak Financial held 2,729 shares of Dover worth $612K as of Q2 2026.
SageOak Financial left its Dover share count unchanged in Q2 2026.
Dover made up 0.4% of SageOak Financial's portfolio in Q2 2026, its #23 holding.
SageOak Financial first reported a position in Dover in Q4 2024 and has held it in 7 quarters since.
SageOak Financial's Dover position peaked at $634K in Q4 2024.
1,162 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on SageOak Financial's 13F filing for Q2 2026, filed 14 Jul 2026.