SFG
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Shum Financial Group’s General Dynamics GD Stock Holding History

Shum Financial Group’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$216K Buy
610
+9
+1% +$3.08K 0.13% 105
2026
Q1 		$206K Buy
601
+6
+1% +$2.13K 0.15% 93
2025
Q4 		$200K Buy
595
+1
+0.2% +$341 0.14% 92
2025
Q3 		$203K Buy
+594
New +$187K 0.15% 94

Other funds holding GD

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Shum Financial Group's GD Position: Q2 2026 in Review

Shum Financial Group increased its General Dynamics (GD) stake by 1.5% in Q2 2026, buying an estimated $3.08K and bringing the position to 610 shares worth $216K. The position accounts for 0.13% of the portfolio, ranked #105.

Shum Financial Group first reported a position in GD in Q3 2025 and has held it in 4 quarters since. 776 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Shum Financial Group held 610 shares of General Dynamics worth $216K as of Q2 2026.
  • Shum Financial Group bought 9 General Dynamics shares in Q2 2026, an estimated $3.08K.
  • General Dynamics made up 0.13% of Shum Financial Group's portfolio in Q2 2026, its #105 holding.
  • Shum Financial Group first reported a position in General Dynamics in Q3 2025 and has held it in 4 quarters since.
  • 776 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.