Sonoma Private Wealth’s Democracy International Fund DMCY Stock Holding History

Sonoma Private Wealth’s Portfolio DMCY Stock Details DMCY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-16,149	Closed	-$501K	–	70
2025 Q4	$501K	Buy	16,149 +482	+3%	+$14.7K	0.6%	40
2025 Q3	$470K	Sell	15,667 -1,409	-8%	-$41K	0.56%	42
2025 Q2	$486K	Sell	17,076 -4,001	-19%	-$108K	0.6%	44
2025 Q1	$546K	Sell	21,077 -803	-4%	-$20.8K	0.76%	41
2024 Q4	$542K	Buy	21,880 +5,221	+31%	+$136K	0.87%	41
2024 Q3	$453K	Buy	16,659 +1,045	+7%	+$27.4K	0.71%	52
2024 Q2	$398K	Buy	15,614 +539	+4%	+$13.8K	0.65%	53
2024 Q1	$388K	Buy	+15,075	New	+$374K	0.62%	59

Sonoma Private Wealth's DMCY Position: Q1 2026 in Review

Sonoma Private Wealth sold out of Democracy International Fund (DMCY) in Q1 2026, closing a stake of 16,149 shares — an estimated $501K sold.

Sonoma Private Wealth first reported a position in DMCY in Q1 2024 and held it in 8 quarters. The position peaked at $546K in Q1 2025. 0 funds tracked by Wall St. Rank hold DMCY as of Q1 2026.

Sonoma Private Wealth reported no remaining Democracy International Fund position as of Q1 2026 after selling out during the quarter.
Sonoma Private Wealth sold 16,149 Democracy International Fund shares in Q1 2026, an estimated $501K.
Sonoma Private Wealth first reported a position in Democracy International Fund in Q1 2024 and held it in 8 quarters.
Sonoma Private Wealth's Democracy International Fund position peaked at $546K in Q1 2025.
0 funds tracked by Wall St. Rank held Democracy International Fund as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.