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Sowell Financial Services’s Dillards DDS Stock Holding History

Sowell Financial Services’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$364K Sell
688
-114
-14% -$65.8K 0.01% 789
2026
Q1 		$459K Buy
802
+28
+4% +$17.5K 0.02% 667
2025
Q4 		$469K Buy
774
+112
+17% +$70.6K 0.02% 667
2025
Q3 		$407K Sell
662
-250
-27% -$129K 0.02% 700
2025
Q2 		$381K Buy
912
+168
+23% +$62.7K 0.02% 698
2025
Q1 		$266K Buy
+744
New +$320K 0.01% 814
2021
Q2 		– Sell
-281
Closed -$30K – 1038
2021
Q1 		$30K Buy
281
+77
+38% +$6.25K ﹤0.01% 1866
2020
Q4 		$13K Hold
204
– – ﹤0.01% 1906
2020
Q3 		$7K Hold
204
– – ﹤0.01% 1899
2020
Q2 		$5K Hold
204
– – ﹤0.01% 1887
2020
Q1 		$8K Hold
204
– – ﹤0.01% 1672
2019
Q4 		$15K Sell
204
-251
-55% -$17.8K ﹤0.01% 1536
2019
Q3 		$30K Buy
+455
New +$29.1K ﹤0.01% 1142

Other funds holding DDS

Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Sowell Financial Services's DDS Position: Q2 2026 in Review

Sowell Financial Services reduced its Dillards (DDS) stake by 14% in Q2 2026, selling an estimated $65.8K and leaving 688 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #789.

Sowell Financial Services first reported a position in DDS in Q3 2019 and has held it in 13 quarters since. The position peaked at $469K in Q4 2025. 311 funds tracked by Wall St. Rank hold DDS as of Q2 2026.

  • Sowell Financial Services held 688 shares of Dillards worth $364K as of Q2 2026.
  • Sowell Financial Services sold 114 Dillards shares in Q2 2026, an estimated $65.8K.
  • Dillards made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #789 holding.
  • Sowell Financial Services first reported a position in Dillards in Q3 2019 and has held it in 13 quarters since.
  • Sowell Financial Services's Dillards position peaked at $469K in Q4 2025.
  • 311 funds tracked by Wall St. Rank held Dillards as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.