Southeast Asset Advisors
DOLE icon

Southeast Asset Advisors’s Dole DOLE Stock Holding History

Southeast Asset Advisors’s Portfolio DOLE Stock Details DOLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$596K Buy
46,878
+3,465
+8% +$47.3K 0.06% 140
2026
Q2 		$596K Buy
43,413
+10
+0% +$146 0.06% 130
2026
Q1 		$620K Buy
43,403
+11
+0% +$167 0.07% 123
2025
Q4 		$650K Buy
+43,392
New +$604K 0.06% 126

Other funds holding DOLE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Panview Capital
Panview Capital Hong Kong $559M AUM 30.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Southeast Asset Advisors's DOLE Position: Q3 2026 in Review

Southeast Asset Advisors increased its Dole (DOLE) stake by 8% in Q3 2026, buying an estimated $47.3K and bringing the position to 46,878 shares worth $596K. The position accounts for 0.06% of the portfolio, ranked #140.

Southeast Asset Advisors first reported a position in DOLE in Q4 2025 and has held it in 4 quarters since. The position peaked at $650K in Q4 2025. 156 funds tracked by Wall St. Rank hold DOLE as of Q3 2026.

  • Southeast Asset Advisors held 46,878 shares of Dole worth $596K as of Q3 2026.
  • Southeast Asset Advisors bought 3,465 Dole shares in Q3 2026, an estimated $47.3K.
  • Dole made up 0.06% of Southeast Asset Advisors's portfolio in Q3 2026, its #140 holding.
  • Southeast Asset Advisors first reported a position in Dole in Q4 2025 and has held it in 4 quarters since.
  • Southeast Asset Advisors's Dole position peaked at $650K in Q4 2025.
  • 156 funds tracked by Wall St. Rank held Dole as of Q3 2026.

Based on Southeast Asset Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.