Steel Grove Capital Advisors’s Dillards DDS Stock Holding History

Steel Grove Capital Advisors’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 Q3	$2.75M	Buy	4,102 +789	+24%	+$477K	0.25%	42
2026 Q2	$1.75M	Buy	3,313 +120	+4%	+$69.3K	0.16%	73
2026 Q1	$1.83M	Buy	3,193 +142	+5%	+$88.6K	0.19%	57
2025 Q4	$1.85M	Sell	3,051 -2,426	-44%	-$1.53M	0.19%	48
2025 Q3	$2.29M	Hold	5,477	–	–	0.27%	39
2025 Q2	$2.29M	Buy	5,477 +1,099	+25%	+$410K	0.27%	39
2025 Q1	$1.57M	Buy	4,378 +64	+1%	+$27.6K	0.24%	66
2024 Q4	$1.86M	Buy	4,314 +29	+0.7%	+$11.9K	0.26%	47
2024 Q3	$1.69M	Sell	4,285 -31	-0.7%	-$11.8K	0.24%	63
2024 Q2	$1.9M	Sell	4,316 -287	-6%	-$124K	0.26%	42
2024 Q1	$2.17M	Sell	4,603 -447	-9%	-$183K	0.29%	41
2023 Q4	$2.04M	Buy	+5,050	New	+$1.71M	0.28%	45

Other funds holding DDS

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

FRA

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

GSF

Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Steel Grove Capital Advisors's DDS Position: Q3 2026 in Review

Steel Grove Capital Advisors increased its Dillards (DDS) stake by 24% in Q3 2026, buying an estimated $477K and bringing the position to 4,102 shares worth $2.75M. The position accounts for 0.25% of the portfolio, ranked #42.

Steel Grove Capital Advisors first reported a position in DDS in Q4 2023 and has held it in 12 quarters since. 26 funds tracked by Wall St. Rank hold DDS as of Q3 2026.

Steel Grove Capital Advisors held 4,102 shares of Dillards worth $2.75M as of Q3 2026.
Steel Grove Capital Advisors bought 789 Dillards shares in Q3 2026, an estimated $477K.
Dillards made up 0.25% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #42 holding.
Steel Grove Capital Advisors first reported a position in Dillards in Q4 2023 and has held it in 12 quarters since.
26 funds tracked by Wall St. Rank held Dillards as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.